May 19, 2021
Successful Financial Planning & Crypto - Erik Olson
Erik Olson is a servant leader who helps clients meet their goals with financial planning. I think you'll enjoy our conversation and it might just inspire you to do something wiser with your finances.
Arete Wealth Planning LLC — A financial planning and investment management advisory firm
Erik C. Olson, CFP®, CKA®
Clients who seek our advice tend to be bright, accomplished people who continue to enjoy their careers and families, but who recognize they are facing a variety of consequential financial decisions beyond their own expertise. These commonly include retirement, Social Security and Medicare, investments, insurance, caring for aging parents, tax planning, estate planning, and education planning.
The clients who choose us over other advisors tend to value our rigorous and comprehensive planning process, our research-driven low-cost investment approaches, our independence, the access we offer to investment opt…