This business address is private; the map is showing an approximate location.
- Customer travels
R.O.I. - Ronald Olson, Inc.
- Lindon, UT 84042 (map)
- (801) 785-3254
Credentials (view details)
-
Licensed in UT – Validate
Business License – 1175635-0142 - DOJ Smart Search verified
- License verified
- Email verified
- Thumbtack reviewed
- Facebook verified
- LinkedIn verified
- Website verified
- Gold member
Financial Planning & Investment Advice
Request a quote
R.O.I. - Ronald Olson, Inc. • Lindon, UT
- You'll be asked a few quick questions that will help describe your needs.
- You'll be asked to provide your contact information so that Grant Olson will be able to get in touch with you.
- You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
We provide active investment management (or wealth advisory services) and comprehensive financial planning on a fee-only (not fee-based) basis. We have great work experience and educational backgrounds (e.g. certified financial planner certificants). We are members of the National Association of Personal Financial Advisors (NAPFA). Our business model is unique, we use an "office in the home" business model, which lowers our overhead expense and allows us to work with many people in many situations (not just the rich and famous).
Our specialties include:
* Investments (e.g. mutual funds, stocks, bonds, real estate
investment trusts, ETFs, annuities, etc.)
* Retirement Planning
* Retirement distribution planning (including Social Security)
* IRA, Roth IRA, 401k, Defined Benefit Plan, Simple IRA, SEP-
IRA, 403b, brokerage and profit Sharing Plan Accounts
* 401k Rollover and other Retirement Account Transfers
* Life Insurance
* Estate Planning
* Tax Planning
* Asset Protection
* Education Planning
Question and answer
Q. What advice do you have for a customer looking to hire a provider like you?
A. Look for an investment advisor or financial planner who is financially motivated to provide the services you the customer wants the way you want them. Find out how long the provider has been in business with their current company. Ask what the providers educational background is. Does the provider have a succession plan?
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. Many finanical planners or investment advisors have not aligned their financial motivation with what the client wants. The National Assocation of Personal Financial Planners (NAPFA) is an association of planners/advisors who are compensated on a fee-only basis (they are not compensated by commissions). These advisors have aligned their compensation (financial motivation) with what the client wants. Look for a NAPFA Advisor.
Q. What questions should a consumer ask to hire the right service professional?
A. How are you compensated? Are you a member of NAPFA? How long have you been in business with your current company? What education do you have? Are you a Certified Financial Planner (CFP) certificant? What is you long term performance history? Are the returns you publish actual returns or back tested?
Q. What do you like most about your job?
A. I enjoy helping people meet their finanical goals. Also, I enjoy being able to provide a service (generally only availabe to the rich and/or famous) to clients who often times are not classified as such. Due to our unique business model and niche we are able to offer our services to a wide range of clients not just the affluent.
Q. Do you do any sort of continuing education to stay up on the latest developments in your field?
A. In order to stay up on the latest developments in my field I have two sets of continuing education that are mandatory. First, to keep my Certifiied Financial Planner designation current I have to complete annual continuing education. Second, to keep my National Association of Personal Financial Planners membership current I have to complete annual continuing education.
