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16 South Main Street
Rice Lake, WI 54868
(715) 434-6677

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The Wild West of Data Theft Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

Understanding Today’s Financial Environment

Welcome! I am Brandon Olson, a financial professional in the Rice Lake area. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. I understand that everyone faces unique challenges as they prepare for retirement and their financial goals. I can help take the mystery out of preparing for today and tomorrow.

With years of experience in financial services, I can help you address your needs for today and many years to come. I look forward to working with you through all stages of your life. Please call Brandon at (715) 434-6677.

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Year-End Charitable Gifting and You

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Insuring Your Business Against Cyber Liability

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Top New Digital Tools for Small Businesses

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Disability Income

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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What to Do When You Lose Your Wallet

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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There’s an alarming difference between perception and reality for current and future retirees.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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