You Worked for Your Retirement. Now, Let’s Help You Live It.
Our mission is to guide you toward a better future clearly and straightforwardly that culminates in financial confidence.
How We Help
You Shouldn’t Have to Wonder if Your Retirement Will Last
Here’s a look at the challenges we help clients overcome:
Market Shifts
Tax Pressure
Healthcare Costs
Uncertain Legacy
Inconsistent Income
Our Strategy
A Clear Path.
A Steady Hand.
A Strategy You Can Count On.
Our approach to retirement strategies is personal, proactive, and built to help you turn savings into sustainable income, then protect it, all so you can enjoy a confident retirement.
Our Services
You Built Your Retirement.
We Help Protect It.
Our services go deeper than most. Instead of a collection of products, we craft retirement blueprints aligned with your life, your values, and your future.
Retirement Income Strategies
We help you create a reliable income plan to support your lifestyle throughout retirement.
Legacy Strategies
We guide you in structuring your estate to preserve your wealth and values for future generations.
Wealth & Asset Management
We manage and grow your investments to align with your financial goals and risk profile.
Risk Tolerance Profiling
We assess your comfort with financial risk to shape an investment approach that fits your personal preferences.
Distribution Strategies
We develop a tax-efficient plan to withdraw your retirement savings in the right order at the right time.
Any Questions About Services?
WHO WE HELP
Real People.
Real Challenges.
Real Retirements.
You’re not new to responsibility. You’ve spent your career doing the right things, and now you want to make sure it all pays off. Here’s who we help:
Duke Energy employees and retirees
We’ve helped Duke professionals navigate pension choices, benefit options, and retirement income for
over 25 years.
Those looking for a partner, not a pitch
We’re here to guide, not sell. Our job is to listen first, then help build something that fits.
People with savings but no strategy
You’ve accumulated assets, but you’re unsure how to make them last, grow, and support your lifestyle.
Those nearing or recently entered retirement
You’re within 5–10 years of retirement, or already there, and want your financial strategy to reflect what matters most.
OUR TEAM
Friend. Advocate. Founder.
Meet Brad Olson
“Math wins. Every time. Math will tell us what to do.”
Brad Olson is a Certified Public Accountant and Personal Financial Specialist. He has been providing guidance and helping design strategies for individuals entering retirement for over 30 years. He has expertise in helping design, implement, monitor, and adjust retirement strategies to reflect the necessary changes for achieving a successful retirement.
Brad’s strong background and education in accounting and economics have shown him that math can be relied upon; it’s clear and precise. As Brad is fond of saying, “Math wins. Every time. Math will tell us what to do.” Brad is an avid hunter and outdoorsman.
Frequently asked questions
What makes your firm different from other advisors?
We don’t push products. We help you build strategies carefully customized to fit you and the ideal future you’ve worked so hard to make a reality—all without high-pressure sales tactics.
I already have a retirement strategy. Can you still help?
Of course! Many clients come to us with pieces already in place. We help make sure they all work together and align with your goals, as well as demonstrate how we can add value to your current situation.
What happens during the first call?
It's a relaxed, one-on-one conversation focused on you, your concerns, your goals, and what retirement means to you. A change to get answers and see if we can help you.
Contact Us Today
Book Your One-on-One Strategy Session
You’re one step away from taking a crucial step toward protecting your retirement future with the personalized strategy it deserves.
