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Daniel D. Olson, CFA, CFP®

Olson Tax & Financial Planning

106-19 Metropolitan Ave
Forest Hills, NY 11375
Phone: (718) 551-8244

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Medical & Health Issues
  • Personal Taxes

 

How Planner Charges

Considerations: Retainer fee based on assets and scope of work.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.