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Pursue Your Retirement Goals

For over a quarter of a century, Dwight H. Olson, Olson Investment Advisors LLC, has been helping people prepare for retirement by guiding them to make informed decisions about their money. As a Retirement Planning Specialist, Dwight and his team strives to help you build a retirement plan that will put you on the path to pursue and maintain your retirement goals. Olson Investment Advisors, LLC is in the business of building lifelong partnerships.

"Through our relationships with our clients, we guide them towards their investment and retirement goals."
-Dwight H. Olson, CEO

Your Future, Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We take a comprehensive look at your current financial picture, the potential for asset growth, and future expenses to put together a roadmap to help you accomplish your ideal retirement lifestyle. The first step is an information gathering phase where you complete our Retirement Plan Questionnaire so we can understand your financial picture, goals, and expectations. Then we compile all the information you provided us to determine what investment return you would need to achieve your goals. Finally, we discuss the plan results and the implementation process. 

Privacy Policy: Olson Investment Advisors, LLC like other professionals who advise on personal financial matters, are required by a federal law, known as the Gramm-Leach-Bliley Act, to inform their clients of their policies regarding privacy of client information. Olson Investment Advisors, LLC have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.
In the course of providing our clients with financial planning and investment advice, we receive significant personal financial information from our clients. You should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Privacy Policy as included in the Compliance & Procedures Manual last revised 10/2004.

Olson Investment Advisors, LLC is a registered investment adviser with the Securities Exchange Commission. Olson Investment Advisors, LLC does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by Olson Investment Advisors, LLC. It is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Olson Investment Advisors, LLC is not currently authorized to do so. Form ADV Part II, which details the business practices, services offered, and related fees of Olson Investment Advisors, LLC is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.