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
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.