Caring service, customized for every client
For more than two decades, all of us at Ray Olson, LLC, have been committed to helping our clients gain more confidence achieving their financial goals.
For me, it's very fulfilling when my knowledge and experience can help someone reach and exceed their goals. I take a comprehensive view of each client's financial situation and I'm passionate about guiding my clients toward success.
As an independent financial advisor, my focus is always on what's best for my clients. I don't work for a brokerage firm or bank. My recommendations are based solely on helping my clients realize their retirement objectives.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Marriage changes everything, including your insurance needs.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
There are four very good reasons to start investing. Do you know what they are?
Healthy habits are one of the greatest gifts to give your child.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.