"A GOAL WITHOUT A PLAN IS JUST A DREAM"
Financial planning is more than budgeting, saving or having the perfect investment strategy. It's a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs.
Engaging in comprehensive financial planning can significantly increase levels of financial and emotional well-being. Helping individuals feel more on track with their financial goals and retirement plans, improving their ability to save, increasing confidence that they can deal with bumps in life and feel better able to indulge in things like vacations and splurges.
Securing Your Future
A financial plan can provide you and your family with the peace of mind that comes from knowing that you have not only given thought to your future, but have begun to build the path towards it.
We are living longer, healthier and more productive lives. As a result, you can now expect to spend one-third of your lifetime in retirement. Ensuring that you are prepared and have established a roadmap for your future financial success is critical in securing your financial well-being.
The financial planning process reviews your personal circumstances, develops appropriate strategies and responds to changes in your life, as well as changes in the world around you. Regardless of your stage in life, it is important to take control of tomorrow, by creating a financial plan today.
Helping You Plan For Tomorrow
Many people begin developing a financial plan by asking questions about what their future has in store, such as:
- How do I maximize my retirement income?
- Can I give my children a portion of their inheritance today, and still maintain my lifestyle?
- How do I create a structure and preserve the value of my business upon sale?
- What is the best way for me to make charitable donations?
- When will I be able to retire, and maintain my standard of living?
Our financial planning capabilities range from straightforward retirement planning to sophisticated solutions using trusts and holding companies.
Preparing, Implementing and Monitoring Your Strategy
Leveraging the expertise of our Financial Planning Specialist, The Olson Financial Group can take you every step of the way towards creating a financial plan that gets your where you want to be. Our sophisticated financial planning tools can analyze your current situation and help create a strategy to meet your goals.
Financial planning goes beyond investing. By leveraging the expertise of our team of specialists - in areas such as taxation, business succession and estate planning - we can address your most complex financial needs. Together we can create a tailored financial plan that encompasses all your financial, tax and estate planning needs. We work with you to make your plan a reality - initiating the steps that will lead to achieving your goals.
With ongoing monitoring, your financial plan will continue to fit your lifestyle, and ensure that any life changes are considered while keeping you on the right track.
