Our Services

Olsinvest Financial begins each business relationship with an evaluation of your current financial situation. Once we have established that we can assist you with your overall objectives, we will then begin the process of developing a strategy to meet your specific goals. We continue the evaluation of your investments throughout our relationship.

With changing economic conditions and market swings as they are, we strongly recommend that we discuss your goals at least annually. Our business has grown over the years as a result of employing this "active management" philosophy.

Some of the services we offer:

• Retirement Planning
  IRAs, 401(k) Plans for small to medium sized business and managing retirement assets.
  
  
• Professionally Managed Accounts
  Investors are being flooded with information in the media to help them make intelligent choices about their investments. But they do not have time to make sense of it all. Mutual funds were supposed to save them from the headaches of actively managing their portfolios. However, the proliferation of new funds, the numerous pricing options, and other investment options has confused the issue all over again. Investors are often too close to the potential rewards or consequences of investment decisions to make those decisions objectively. Either they invest too aggressively, blinded by the prospect of double-digit returns, or they are only able to see the potential for loss and make investment decisions too conservatively. Most clients overreact to false market signals and speculation by the media rather than follow a disciplined, time-tested investment strategy. Olsinvest Financial, through ING Financial Partners is able to add the talent of an experienced team of portfolio managers and economic analysts to their own efforts to help their talents. Clients appreciate the comfort of having professionals manage their money, since they are relieved of the burden of making individual buy and sell decisions without the benefit of professional investment training and experience.

• Life Insurance
  High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.
  
  
• Annuities
  We offer high-quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.
  
  
• College Planning
  529 College Savings Plans
  
  
• Long-Term Care Insurance
  Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.