Kyle Olson
RICP®, CEPA®
Providing holistic financial planning and goals-based strategies
State(s) Licensed: IA, IL, KS, MO, NC, NE
523 Oregon St.
Hiawatha, KS 66434
Providing holistic financial planning and goals-based strategies
State(s) Licensed: IA, IL, KS, MO, NC, NE
Financial Advice for Entrepreneurs, Farmers, Educators, and Small Businesses
My name is Kyle Olson and I am a Financial Consultant. I enjoy helping clients reach their personal financial goals, retire comfortably, and plan for a bright future. My passion is helping those in the agricultural and small business sector to help them save money on taxes and grow their business.
For many agricultural families and small business owners, transitioning your business to the next generation can be a difficult conversation to navigate. By evaluating what values are important to you, I can help structure a transition strategy to help determine the direction of your business and how assets are divided equitably across the next generation.
I enjoy making personal connections and building relationships to better serve you and I’ll draw on my industry expertise to help you map out a path to a more secure financial future.
Let's Put Your Plans in Motion.
Driven by your unique goals as my guide, I can help develop and implement a strategy to help lead you to financial clarity. Here are a few things we offer:
Dedicated Planning Services
- Personalized Advice
- Investment Planning
- Tax Efficiency
- Retirement Income Planning
- Estate Planning
Diverse Investment Options
- Managed Accounts
- Mutual Funds
- Variable Annuities
Comprehensive Insurance Solutions
- Life Insurance
- Disability Income Insurance
- Annuities
Opportunities for Generosity
Thrivent is a purpose-driven organization, currently serving over 2 million clients for over 120 years. At our heart, we are a membership-owned fraternal organization and for more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Our customers love helping the community by planning events with their action teams; we are happy to help with ideas!
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Locations
Hiawatha Office
- Phone:
- 785-740-4648
Hours
M, T, TH, F: 8:30 a.m. - 4 p.m.; W 8:30 a.m. - 6 p.m.