Our Philosophy

The Olson Financial Group provides investment advice and planning along with excellent client service.  We take time to understand our clients' investment objectives, risk tolerance, time frame, and tax liabilities before we work with them to create a proper asset allocation strategy.

Investment Philosophy:

We like to take an entire look at our clients' financial assets before we develop a strategy to assist them in pursuing their goals.  We listen carefully to their investment objectives and desires before we design a plan for them.  By taking a client-first approach, we can create an asset allocation plan with the appropriate risk tolerance guidelines.  Regular reviews of the investments will keep us and our clients' portfolios focused on their current investment objectives and goals.  As clients move through the various stages of their lives, continuous monitoring helps ensure they are on an appropriate path toward their goals.