Michael A. Olson, CFP® AIF® AWMA® CRPS®
David A. Kudo, CPA

CONNECT

Address:

6250 North River Road
Suite 3020
Rosemont, IL 60089

Phone:

(847) 698-1542

Fax/Other:

(847) 698-4801

Our Mission & Values

Comprehensive, Integrated Retirement and Wealth Planning

Our Mission...

Impacting: Lives, Lifestyle and Legacies

Our Vision...

Committed to becoming the "Firm of Choice" in Financial Services

Our Central Values...

Our associates meet the highest prodessional and ethical standards and are dedicated to helping clients attain their financial objective of capital accumilation and estate preservation. We are committed to a comprehensive financial analysis proces that allows ius to thoroughly understand a client's goals and financial situation. We are committed to providing the same advice to our cliuents as we would expect to receive.

  • We build relationships based on high integrity and mutual respect
  • Our projduct is a complete financial analysis
  • We focuys on what is best for our clients
  • Our associates have future basedattitiudes
  • We aleways deliver what we promise
  • We finish what we start
  • All associates have a written plan
  • Ecery cliuent receives an annualk review
  • Partnbering is in the best inerest of our clients and our girm
  • We maintain a high performance, no excuse culture

Our Advisor Alpha...

We provide the following value to our clients:

  • Suitable asset allocation using a broadly diversified portfolio
  • Cost-effective implementation
  • Monitoring and Rebalacing portfolio to maximize return and minimize loss
  • Spening strategy (withdrawal order) in retirement to minimize nagative effect o portfolio as well as macimixr tax efficieny

* Please Note: Diversification / Asset Allocation does not ensure a profit or guarantee against loss.