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Complimentary Retirement guide

“Get informed with our complimentary guide
on planning for retirement”
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Is it time for you to turn the page and begin planning for the next chapter of your life? Let us help you prepare for your financial future.

Olson Wealth Advisory

Since 1992, Brad Olson of Olson Wealth has been working with clients throughout greater Cincinnati to help meet their financial and retirement goals. We are deeply rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have retirement concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your retirement and pre-retirement strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. Our philosophy is that a retirement should be built on a stable, reliable income and protection of principal. Access to guaranteed income streams allows a client to retire with confidence and clarity and not have to worry about stock market losses eroding their income or principal. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security.

With Olson Wealth, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family, and confidence in your financial future.

If you are serious about understanding your retirement options, we’re happy to meet with you. Contact us at Tracy@OlsonWealth.com or call us at (513) 657-1072 to schedule a time to discuss retirement planning and the potential benefits. Investment Advisory Services offered through Global Financial Private Capital, an SEC Registered Investment Advisor.


Bradley M. Olson
Founder

Bradley M. Olson, CPA/PFS, is the founder and owner of Olson Wealth Advisory, a retirement planning firm in Cincinnati, Ohio focusing on helping clients retire with confidence and clarity.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

It is important that you do not use e-mail to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of this e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all copies from your system. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Brad Olson is an Investment Advisor Representative, Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor Brad Olson is a Solicitor for Brad Olson.

Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by GF Investment Services. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. The 10-Year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-Year Treasury Note as a benchmark for the long-term bond market. Gold represents the London afternoon gold price fix as reported by the London Bullion Market Association.

The DJ Commodity Index is designed to be a highly liquid and diversified benchmark for the commodity futures market. The Index is composed of futures contracts on 19 physical commodities and was launched on July 14, 1998. The DJ Equity All REIT TR Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. You cannot invest directly in an index. Consult your financial professional before making any investment decision.

To comply with IRS Regulations, we are informing you of the following: Any discussion or advice regarding tax issues contained in this presentation was not intended or written to be used, and cannot be used, to avoid taxpayer penalties. Anyone reading this presentation or contemplating a transaction discussed in this material should seek advice based on your particular circumstances from an independent tax advisor. Information is not intended to provide specific legal or tax advice. You are encouraged to consult your tax or legal professional for guidance on your individual situation.