One Relationship | Comprehensive Financial Guidance | Support & Strength of a Team

Clients want ONE single relationship they can count on when it comes to financial guidance.  That's why we have taken over 100 years of combined experience and assembled a team of financial professionals through a collaborative partnership with the Wealth Management Practices of Kevin Olson & Michael Polan.  We deliver high quality service and financial products when recommending the 'right mix' to achieve your financial goals.

"Our goal is to deliver sound guidance that allows our clients to Live a Life That They Love."

But we don't stop there.  We want you to feel pride in your legacy plan.

A solid legacy plan requires a relationship built on trust.  We partner with you & your family to deliver a comprehensive plan that helps protect those that you love and honor the most - your family & future generations.


The Right, Comprehensive, Financial Mix

We work with clients to develop strategies that provide the right mix of planning for you in areas such as investment services, wealth accumulation, life insurance, disability income insurance and elder care planning through the use of long-term care.

Our process begins with understanding your current financial circumstances and your vision for the future.  We then build an integrated, comprehensive financial plan that is a custom fit for you & your family.

We put ourselves at the center of our clients’ financial lives by:

  • Listening to and understanding your short & long-term goals
  • Providing an integrated, comprehensive financial plan
  • Leveraging our expertise & experience
  • Delivering ongoing portfolio management and client support
  • Valuing your relationship & caring about your legacy

 


A Note From Our Client:

"My husband and I have worked with Kevin for 20+ years and feel extremely lucky to have met him early in our career/life.  Over the years Kevin has counseled us through a myriad of financial decisions including job changes, house buying, partnership status and – now – facing retirement.  Because of Kevin’s expertise we have weathered each change while building a robust financial plan that meets our unique needs.  Because of Kevin, we are able to approach retirement without the fear of not having the funds to live the lifestyle we want.  Kevin has never steered us wrong.  What we particularly like about Kevin is his ability to explain complex financial concepts to the average person.  Kevin’s honesty and business ethics are also much appreciated.  In short, we consider Kevin and his excellent staff a part of our extended family."*
~Michael and Linda Anderson, Northwestern Mutual Client

READ MORE of the feedback from our clients.


The Support & Strength of a Team

Over 100 YEARS of combined experience doesn’t happen by chance; it is the product of loyal, knowledgeable staff that are committed to our clients.  We are also backed by the strength of Northwestern Mutual; 160 years of service and dedication to being the Client’s Company.  Our clients are at the center of the decisions that we make.

We are honored that many of our clients have been with us for over 20 years.

We leverage our team’s formal education, training, and collective field experience when creating a customized financial plan.  Learn more about Kevin and his team.

We also stay relevant by keeping up-to-date with industry trends, information and regulations.  You can too. 

Click here to register to receive the following e-mail newsletters:

  • Wealth & Planning quarterly publication
  • News Brief monthly financial security information updates
  • Market Commentary real-time analysis of economic indicators and world events

Guiding clients down the road to financial freedom since 1990.


*The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Kevin M Olson, CLU®, B.S.

Wealth Management Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck