At Ray Olson Family Financial Planning, our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Your team of experts
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
“I care, listen closely, am extremely accessible, and offer a high standard of service and integrity.
Many of our clients are multigenerational. I know their families and they know mine.”
— Ray Olson