Olison & Company - Financial Planning & Wealth Management

05/29/2026

Every week brings new headlines, market predictions, and economic uncertainty.

While it can be tempting to react to every market movement, successful investing is often about maintaining perspective and staying committed to a well-designed strategy.

A solid financial plan is built to navigate both opportunities and challenges, not just today's news cycle.

If you're wondering how current events may impact your long-term goals, let's start a conversation.

05/22/2026

Strong financial planning is more than numbers and charts, it starts with understanding people, goals, concerns, and priorities.
At Olison & Company, we believe meaningful conversations create better long-term financial strategies and stronger client relationships.
As we continue improving our client experience and communication process, we’re excited about the next phase of growth and connection with the families and individuals we serve.

05/08/2026

Big financial progress usually doesn’t happen overnight.
It’s built through small, intentional decisions made consistently over time.
That’s the value of having a clear plan, it helps you stay focused on the bigger picture.
Consistency matters more than timing.


Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

05/01/2026

⭐ Feature Friday

Financial planning isn’t about having everything figured out from day one.

It’s about having a process you can trust.

We recently worked with a client who wasn’t sure what their next steps should be. Once a clear plan was in place, they felt more confident and focused moving forward.

That’s the real value of planning.

Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

04/24/2026

There’s a lot of financial advice out there.
And while staying informed is important, too much information can quickly become overwhelming.
That’s where a clear plan makes all the difference.
It helps you stay focused, avoid distractions, and feel more confident in your decisions.
It’s not about knowing everything,
it’s about knowing your direction.

Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

04/17/2026

Most people spend more time planning a vacation than they do planning their financial future.

It’s completely understandable, life gets busy.

But having a clear financial plan can make a big difference. It helps you stay focused, avoid mistakes, and feel more confident about where you’re headed.

It doesn’t have to be complicated. It just needs to be clear.
(Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.)

05/05/2025

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

05/02/2025

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

04/30/2025

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

04/28/2025

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.