Olson Heimensen Financial Services Inc

Olson Heimensen Retirement & Wealth Planning is 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 our clients with a personalized portfolio strategy.

OUR SERVICES
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
And much more

Securities offered through Securities America, Inc., member , , and Advisory Services offered through Securities America Advisors, Inc. a registered investment advisor. Olson Heimensen Retirement & Wealth Planning and Securities America are separate entities.

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