
Building Relationships and Brighter Futures
Welcome and thank you for wanting to learn more about us. Change is inevitable and often unpredictable. Our approach to embracing change is nurturing and protecting the financial stability of our clients. With trust and integrity, we believe in a team approach to building relationships and financial stewardship to help our clients reach their long-term goals. The Olympus Group offers experienced financial and professional services with a high level of client commitment. Throughout all of life's changes and economic challenges, together we can make your financial growth as predictable as possible.

Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.