Olmsted Financial Group

CONNECT

Address:

3428 Lakeridge Place NW, Ste. 120
Rochester, MN 55901

Phone:

507-281-1262

Fax/Other:

507-281-9131

Products and Services

 
Initial consultation
 
No charge
 
Hourly
 
$250.00 hourly: Review documents, financial and estate plan discussions or mediate financial decisions.
 
 
Retainer
 
$1250.00 quarterly (cancel anytime)
 
Retirement Plan
Through discovery and hard factual data an illustration is developed to help visualize and assess probability of success of one's retirement plans. If necessary implementation suggestions will be made to increase the probability of success in your plan.

$500.00 - $2,500.00
 
Investment Management
 
$25,000.00 - $250,000.00, 1.00%, $250,001.00 - $500,000.00 .75%, $500,001.00 - $1000,000.00 .50%,

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck