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YOUR FUTURE

“We have a retirement crisis in America today not from a lack of money, but from a lack of vision.” – Dave Ramsey

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Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated, sponsored or endorsed by Osaic Wealth, Inc.

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We create strategies that are tailored to your needs and goals.

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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward.

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Our Mission

Our Mission

Our Mission is to educate, help preserve, and grow our clients' assets by providing access to appropriate investments and financial advice on a personalized basis.

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Our Vision

Our Vision

At Stone Point Financial, we believe with our guidance and partnership with our clients, we can help pursue your financial goal by making them a reality.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding & Navigating Today's Financial Environment Requires Experienced Guidance and Patience.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Ways We Can Help

There are 3 ways your financial advisor can help you achieve financial wellness.

  1. Develop -- And Stick To -- A Plan
  2. Potentially Achieve Greater Financial Return
  3. Learn From a Trusted Resource and Partner
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The Process

As your financial professional, I’m dedicated to helping you achieve your financial goals. By understanding your
individual needs and objectives, I will provide you personalized guidance along your financial journey with the
right strategies and solutions in place to help you succeed.

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The Strategies

Knowing that your portfolio is working towards meeting your goals can offer you a level of reassurance. Consider several key benefits to how your assets are being invested and how you and your financial advisor can keep track of the performance on an ongoing basis.

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Daniel Olson

Daniel E. Olson

Financial Advisor

(605) 610-1230

(605) 610-1220

dan@stonepointfinancial.com

Dan grew up in Viborg, SD and graduated from the University of Sioux Falls with a bachelors degree in business administration. Dan has been in the financial services industry since 2008 where he started his own business as an...

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