What We Do

Our Approach

process graphic

At Olson Financial Group, we realize that no two clients, situations, or wealth management plans are alike. We take into account your needs, risk tolerance, and objectives, and provide customized wealth management strategies to help you pursue your short- and long-term goals. Though specific plans are different for each of our clients, the comprehensive process we follow to help develop the plans remains the same.

Step 1: Understanding You and What You Want

You and your financial situation are unique, so it is vital that we understand it rather than trying to apply another’s situation to you. This initial meeting is the first step we take with any client, as it is vital to understand your short- and long-term goals and how you want to pursue them. We will ask in-depth questions so we are better able to provide the best guidance possible.

Step 2: Analyzing Your Current Planning

After the review phase comes the analysis phase. In this stage, we will establish milestone goals to work toward along the way to your ultimate goal. Breaking down a large goal into smaller tasks can help you avoid information overload and trying to take on too much at once. Along the same lines, setting specific deadlines can also help you accomplish what you need to do. The ultimate purpose of this phase is to identify what is realistic and achievable, what ideas may need to be reassessed, and what goals may need to be dropped for the greater good.

Step 3: Developing Your Plan

In the third step, we use information from the first two steps to come up with a plan to help you work toward your goals. This plan will involve the specific steps you need to take to help you move forward with clarity and confidence. The process of developing the plan is collaborative, and we will make sure you understand all the options available to you so that you can make a fully informed decision.

Step 4: Coordinating Your Team

It is much easier to make your goals a reality if everyone is on the same page. That is why, in the fourth step, we will work with you to synchronize your wealth and insurance planning with your other trusted professionals, such as attorneys and accountants. If you do not have these pieces in place, we will gladly make referrals as needed.

Step 5: Implementing Your Plan

The fifth step is all about implementing your plan. Though the plan is yours, you can think of us as a devoted financial advisor who will be by your side to help make it successful. We don’t simply give you a plan and then leave you alone to tackle it.

Step 6: Periodically Reviewing Your Plan With You

Life is not stagnant, so as it changes and evolves, your wealth management plan should change and evolve with it. We’ll periodically review your plan with you and keep in touch to make sure that we’re providing the right guidance during for every stage of life.

Common Services

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Money Purchase Plans


  • Life Insurance (Individual & Business)
  • Long-Term Care Insurance
  • Disability Insurance (Individual or Group)
  • Business Owner Needs
  • Annuities


  • Common Stock
  • Preferred Stock
  • Mutual Funds
  • Exchange Traded Funds and Notes
  • Options
  • Syndicate Offerings


  • 529 Plans
  • Education Savings Account

Fixed Income

  • Certificates of Deposit
  • Collateralized Mortgage Obligations (CMOs)
  • Corporate Bonds
  • Government & Agency Bonds
  • Municipal Bonds

Financial &
Wealth Planning

  • Money Guide Pro® (Financial Planning)
  • Asset Allocation Analysis
  • Estate Planning
  • Tax Planning


  • Cash Management Accounts
  • Check Writing
  • Debit and Credit Cards
  • Bill Payment Services
  • Consulting Services
  • Corporate Executive Services
  • Concentrated Stock Management
  • Control and Restricted Stock Transactions
  • Investment Advisory Programs
  • Investment Banking
  • Public Finance
  • Unit Investment Trusts
  • Stifel Wealth Tracker
  • Lending Services
  • Trust Management and Administration

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).

Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.