Meet Ryan Olson, CFP®, MBA, Your SmartVestor Pro
What Happens Next
We’ve received your request to contact you and will be in touch shortly. If you’re feeling proactive, feel free to email us or call the office to schedule a time to talk.
Here's What to Expect
Our first meeting is a complimentary in person, phone or video conference, in which we will determine if we’re a good fit for each other. Once we’ve determine a path forward, you’ll receive …
The WealthCheck Process:
- Together we clarify your financial priorities and objectives
- With you we will develop your WealthCheck Plan
- We will implement your plan with automated systems
What you need to do before our meeting:
- Gather any and all financial related documents, including the following:
- Bank, Mortgage, Debt, Investment Account, Retirement Account (401k, IRA, Roth IRA, Cash Balance Plan) statements
- Insurance Policies or statements
3 Important Questions
How did you become familiar with Dave Ramsey?
Initially, I was introduced to Dave Ramsey via my church. As we all know, Dave has a reputation that proceeds him, especially in the investment industry. Once we learned there was a way to partner with his organization we jumped on the idea.
What kind of experience do you have?
I started in the industry in summer of 2002, then after completing my Bachelors Degree in Business at Cal Poly - SLO, began full time work in the industry in 2005. In 2008 I completed my CERTIFIED FINANCIAL PLANNER™ certification, and in 2017 completed my MBA in Personal Financial Planning through Indiana Wesleyan. The people we learned the business from were top financial planners within the industry.
What will we talk about in our first meeting?
Our first meeting is complimentary. In that meeting we will discuss your financial goals and what you are looking for in a financial advisor. If we’re a good fit for each other, we will determine how we move forward together, how we’re paid to serve you, and what you can expect out of our relationship.
A WealthCheck Plan for Real Life
WealthCheck is our signature financial planning program, designed with you in mind. With decades of real world experience, we’ve developed an easy to follow process that will get your financial life organized and aligned toward your life goals. Then, our team will implement your plan with automated systems that help you get on track toward your goals.
Learn More About Investing
The Best and Worst of Times
When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month … Continued
What’s in Store for the Rest of 2022?
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to … Continued
As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July has historically been a pretty good … Continued
“Good News” about Bear Markets
Markets continue to be volatile, we don’t expect that to stop…the good news is we’ve had some “winning” days lately. Here’s more “good” news about bear markets, and how markets perform when we’re not headed toward recession. Bear markets without recessions tend to last an average of about seven months, and we’re already five months into … Continued
April Showers, May Flowers?
As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving the index down over 13% for the year. Previously highflying … Continued
Positivity Amidst Uncertainty
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t want to minimize the impact of that major geopolitical event, but there is some positive news out there, even though … Continued
Moving Forward After a Pullback
Stocks have gotten off to tough start in 2022. Why has the market pulled back and what might we see going forward? Periodic stock market volatility is entirely normal. Historically, the S&P 500 Index has averaged three pullbacks of 5% or more per year and one correction of more than 10% annually. We’ve grown accustomed … Continued
New Beginnings in 2022
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, and to us the future remains bright for 2022 and beyond. Taking a look back at 2021, our economy is on track for over 5% growth for the year, … Continued
The last few weeks have been… interesting
The emergence of the COVID-19 Omicron variant triggered a market selloff in the days following Thanksgiving and offered an unpleasant reminder that the pandemic is not over. The economy and financial markets remain somewhat reliant on the medical community and research developments. Additionally, Chairman Jerome Powell and the Federal Reserve did an about face on their … Continued
Market & Economic Update
The economy continues to strengthen COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, we have many reasons to be thankful. The economy slowed considerably in the third quarter due to the COVID-19 Delta Variant (as … Continued