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.
Helpful Content
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.