Products & Services

Our Process

At Stone Point Financial, Dan Olson will help manage your wealth by establishing a risk-based, diversified approach for your age, risk tolerance, portfolio size, and amount of years you'll need to draw income.

Services and Product Offered

Products Offered

Single or Joint Brokerage Account
Roth & Traditional IRA's
401(K)s or SIMPLE IRA's for Corporations
401(K) Rollovers
Child Educational Accounts
Tax-Deferred Annuity Accounts
CD Alternatives
Term, Permanent, & Group Life Insurance Policies

Services Offered

Full or Partial Financial Planning
If you are interested in having a financial plan put together for financial confidence before officially retiring, Stone Point Financial will offer a full financial plan offered through Money Guide Pro.
Financial plans are 1-year contracts that are billed at a flat rate and can be paid via credit card, debit card, or check draft. Payments may be divided out over 12 months, 4 quarters, semi-annually, or in an annual payment.

Technology Offered

Learn more