Products & Services
Our Process
At Stone Point Financial, Dan Olson will help manage your wealth by establishing a risk-based, diversified approach with respect to your age, risk tolerance, size of your portfolio, 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 piece of mind before officially retiring, Stone Point Financial will offer a full financial plan offered through Money Guide Pro.
- Financial plans are 1 year contracts that a billed at a flat rate and can be paid via credit card, debit card, or check draft. Payments may billed divided out over 12 months, 4 quarters, semi-annually, or in an annual payment.
- If you are interested in having a financial plan put together for piece of mind before officially retiring, Stone Point Financial will offer a full financial plan offered through Money Guide Pro.
Technology Offered