Contact Information

About My Practice

Kevin is a member of "Ed Slott's Master Elite IRA Advisor Group". His enhanced knowledge of IRA distribution planning has enabled him to provide to a financial road maps to his clients that help avoid some the pitfalls faced during retirement and help address some of the complex financial concerns of managing the distribution of IRA assets. Kevin is also member of H.S. Dent Advisers Network founded by Harry S. Dent. The Dent Method is an economic forecasting approach based on demographics and the study of populations who do many predictable things as they age that impact our economy, inflation, consumer spending, business and product trends.

Kevin can guide the Federal Employee to the appropriate federal retirement programs they qualify for and their eligibility date. Kevin can assist with identifying and evaluate the different options with their TSP account, Basic Benefit Plan, FERS/CSRS annuity.

The Olison Method is a step by step process to convert a prospect to a long-term client. The first step of the Olison Method is delivered via a "First Date", intended to increase the desire of clients, or prospect's, to benefit from a service, to the point that the desire is overcome to leave things the way they are. The First Date session includes two steps: Taxes and Inflation -- How taxes and Inflation affect investment performance over time. Diversification Strategy -- Possible solutions to offset taxes and inflation.

Investments and Advisory services offered through H. Beck, Inc., member FINRA/SIPC. Olison & Company and H. Beck, Inc are unaffiliated.  Securities licensed in states this is not an offer or solicitation in any other states.

Areas of Specialty

Comprehensive financial planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Security Licenses:  6, 63, 65 - California, Nevada, Illinois
Other Licenses, Certifications, Designations:  
Investment Advisor Registration:  Investment Advisor Representative 
Education:  Business Administration 
Associations & Affiliations:  S.H.A.R.E

Charges to Clients for Services

Fee (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Redemption fees on mutual funds or insurance products
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

My Broker / Dealer Affiliation

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