Welcome to Richard Olson Financial Group
At Richard Olson Financial Group, we offer a personal approach to investing and retirement planning to help you pursue your long-term financial goals.
These days, it's not unusual for retirement to last 20-30 years – or even longer. That means you'll need to create a sustainable income for yourself that will be there for you as long as you'll need it. But what if something in life happens? Are you prepared?
Are you looking for ways to preserve your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to preserve your retirement assets and loved ones from this potential risk?
Learn more about various options to help you prepare for unexpected life events, especially if you:
Are planning for retirement,
Have never assessed your risk to long-term care expenses, or
Have previously objected to long-term insurance (e.g., because you may "waste" premiums if you never have to use the benefit; or, because you were concerned about future premium increases).
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning funding strategies, and asset preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.