Grant Olson (CFP®, MBA)

Grant Olson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Grant's many specialties can be summarized as helping clients achieve their financial planning goals (such as retirement) by using R.O.I.'s comprehensive financial planning, active wealth management, and active retirement planning services.

 

Comprehensive Financial Planning - Creating a "living" specialized plan for a specific client that addresses the following goals and needs: retirement, insurance, estate planning, asset protection, disability, long term care needs, kids/grandkids' goals, budgeting, etc. The  Comprehensive Financial Plan is reviewed with clients periodically and changed as needed due to living in an ever changing world.

 

Active Wealth Management - This service is provided by R.O.I. to help clients reach their target return as dictated by their comprehensive financial plan, and/or risk tolerance. This service is provided to clients on an active basis (not a buy and hold strategy) according to a client's strategy to either participate in up markets/control participation in down markets, or win by not losing. 

 

Active Retirement Planning - This service and planning is provided for clients who have reached retirement or are in a stage of life when assets are being distributed. This strategy is tailored for individual clients to meet their specific needs. This planning is done in order to help clients reduce the risk of making distributions during down markets and still have assets working for them, growing, in order to beat the affects of taxes and inflation.

 

R.O.I.'s specialities help clients meet their finanical goals most efficiently and effectively.

 

Additional Information

At an early age Grant started working with R.O.I. , and targeted his education and work experience for a career as a fee only financial planner, investment advisor, and principal with R.O.I. For more information about Grant, Ben and Ron Olson, see R.O.I.'s website at www.roionweb.com.

NAPFA Start Date

November 20, 2007

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This Office

2100 W. Pleasant Grove Blvd, Suite 250-44 Pleasant Grove, UT 84062 Phone: (801) 785-3254 Fax: (801) 785-3244