"I assist my clients with critical financial decisions and create personalized investment strategies to help them reach their goals for the reasons that are important to them."
– Tony Olson
Partner & Co-Founder
Tony Olson, Partner and Co-Founder of Arizona-based financial advisory firm, Strategy Financial Group, brings nearly fifteen years of experience to the company with a focus in dynamic retirement and insurance planning to meet the ever-changing demands of his client’s financial goals. As a licensed Investment Adviser Representative (IAR), he is held to the fiduciary standard, the highest standard in the financial industry.
Mr. Olson is dedicated to serving the financial and retirement planning needs of his clients. As a conservative wealth manager, he works to provide low-risk, personalized investment management strategies, helping pre-retirees and retirees grow their accumulated wealth throughout retirement, as well as effectively plan for the distribution of that wealth according to their estate plan.
Mr. Olson has extensive knowledge of the pressing retirement issues facing people today and has worked with hundreds of clients on developing personalized plans that best suit their needs. He is well-versed in asset protection, income planning, and tax planning, as well as risk management and succession planning. He also assists clients with complex estate planning and special needs trusts.
His professional credentials include the Series 65 securities license which permits him to provide investment advice in the areas of retirement planning and portfolio management. Mr. Olson is an Investment Adviser Representative of Strategy Financial Services, a Registered Investment Advisory firm. He is also life and health insurance licensed in the state of Arizona.
Mr. Olson holds a membership with the National Association of Insurance and Financial Advisors (NAIFA), an organization that is dedicated to positive legislative and regulatory advocacy, enhancing its members business and professional skills, promotion of the ethical conduct of its members, and consumer financial literacy. Additionally, he is a member of the Million Dollar Round Table (MDRT), which is reserved for those dedicated to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
Originally from Minnesota, Mr. Olson holds a Bachelor’s degree from the University of Minnesota and completed post-graduate work at the University of St. Thomas and the University of Minnesota. He currently resides in the Biltmore/Arcadia neighborhood of Phoenix, and takes advantage of every opportunity to enjoy outdoor activities, including hiking, gardening, skiing and swimming.
To learn more about how Tony can help you with your current retirement planning and for a free, no-obligation 3-step review, call Tony today at 602.343.9309 or 520.505.3605.
Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Group. Strategy Financial Group is not affiliated with Strategy Financial Services, LLC although associates or employees of Strategy Financial Group may be Investment Adviser Representatives of Strategy Financial Services, LLC. Securities offered through Strategy Financial Services, LLC are placed through TD Ameritrade Institutional, Member FINRA/SIPC, and Security Benefit Life.