Olson Heimensen Retirement & Wealth Planning
We are an independent, full-service investment firm committed to helping people pursue their financial goals.
With access to institutional money managers and numerous investment companies, we are able to provide you with a personalized portfolio strategy.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:
- Comprehensive Financial Lifestyle Planning
- Legacy, Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Risk Management and Asset Protection
- Enhanced Portfolio Reporting
- Frequent Communication and Education
- VIP Access to Private Client Events
- Much more