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Jonathan Olsen

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My primary focus is working with Veteran Business Owners and Executives. As an Army Veteran and business owner, I'm in the unique position to understand the current challenges you face and share the same core values – loyalty, duty, respect, selfless service, honor, integrity, and personal courage. Have you found yourself thinking: - How to grow and protect your money in the most tax-advantaged way… - How to leave a strong financial legacy for your family… - How to make sure you don't run out of money in retirement… - How to setup the right compensation structure and succession plan for your business… Perhaps you've never had the chance to find a trusted authority in the retirement planning field. And perhaps you are too busy to sit down and think about these important aspects of life that may go overlooked. Well, I'm very proud to say that thanks to the independence I have as a Financial Advisor at Edward Jones Investments, I can help you with things like: ✔Tax Strategies to help grow and protect your wealth. ✔How to structure your estate and legacy so your family keeps your money and not the government. ✔Retirement income planning ✔Compensation packages to attract and retain talent for your business. Whether you are a business owner, executive, or a W-2 employee, we will solve your problems so you can spend more time doing the things that matter most to you. If you would like to start the conversation, wherever you are on your financial journey, remote or local, please give me a call at 301-941-1300 or email me at [email protected]. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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