- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Lindon, UT 84042-2004
Lehi, UT 84043
Grant Olson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
As a Fee Only Financial Planner and Wealth Manager in Lindon, UT and serving clients in the Greater Salt Lake City and Provo areas J. Grant Olson has been providing investment advisory services for clients with R.O.I. for many years. Grant has been a NAPFA-Registered Financial Advisor since 2007 and has been a Certified Financial Planner™ (CFP) since 2004.
Grant started working at age 14 in a family owned and operated business called R.O.I., and targeted his education for a career as a financial planner, investment advisor, and principal of R.O.I. Apart from being a Certified Financial Planner™ (CFP), Grant's education includes a Bachelor of Science degree in Business Management and a Master of Business Administration degree.
Grant's specialties include invesments (such as mutual funds, annuities, insurance, bonds, stocks, etc.), tax planning, retirement planning, retirement account planning and mangement, comprehensive financial planning, and so forth. Grant's company has an enviable long-term Investment Management track history and extensive experience in Comprehensive Financial Planning for middle and upper-middle income clients. For more information about R.O.I., see R.O.I.'s website at www.roionweb.com.