OUR PRIMARY PURPOSE
Show you ways to Be and Stay Retirement Ready
Olson & Wilson Private Capital Advantage
We plan with a purpose. Our Retirement Ready Review will cover four main areas: Income, Tax, Fees, and Risk. Retirement Ready Tax analysis, Retirement Ready Risk and Fee analysis so you know exactly how much RISK is in your portfolio, and how much you are PAYING for that risk. And ultimately to STAY retired you need our Retirement Ready Income plan, a detailed written income plan so you can retire knowing your necessities are covered!
Are You
RETIREMENT READY?
Grow
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Medicare
Protect
How?
Trusts
Charitable
Estate Planning
Joseph R. Wilson III, AAMS
With a focus is on asset management, proper allocation, and retirement income planning, Joseph R. Wilson III has been in the financial services industry since 2006. A graduate of Indiana Wesleyan University and an Accredited Asset Management Specialist (AAMS), Joe has passed the Series 7, 31, and 66 securities exams and holds life & health insurance licenses. His goal is to bring finance to life for his clients without all the Wall Street jargon. He considers it his directive to help individuals retire with confidence by preparing them for the most challenging, volatile markets so they can be and stay Retirement Ready.
Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence.” -Joe Wilson III.
Bradley M.Olson, CPA/PFS
As a founding partner of Olson & Wilson Private Capital, Bradley M. Olson brings over 25 years of financial planning experience to the firm, having earned the prestigious AICPA Personal Finance Specialist (PFS) designation.
As a certified public accountant (CPA), Brad specializes in designing tax-efficient strategies that help employees prepare for and successfully navigate the challenges of today’s elongated retirement. His understanding of the various retirement programs and their tax codes, paired with his knowledge of the investment world, allow him to bring a unique perspective to the planning process. This gives him the ability to design custom retirement plans for individuals and their families.
My goal with every client is to design a retirement plan that lets you be and stay Retirement Ready.”
ATTEND AN EVENT
Take the first step toward reaching your Financial Goals
Our classes focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our classes to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING EVENTS:
No events are scheduled at this time. Please check again soon!
Have a question?
Fill out the form below and we will contact you!
Phone: 513-657-1072
Email: info@OWPrivateCapital.com
7870 East Kemper Rd., Suite 430
Cincinnati, Ohio 45249