THE O2 Approach
Personal, Protective, and Built to Last
We Start by Listening
At O2 Retirement, we believe retirement strategies should feel like a relief, not another thing to manage.
That’s why our entire approach is built around your life: your concerns, your priorities, and your version of success.
We want to know what keeps you up at night and what lights you up about the future. Then we create a strategy that helps protect what matters and keeps everything aligned: your income, your investments, your taxes, and your legacy.
Clear, handcrafted retirement strategies from a team that’s in it for the long haul.
Bradley M. Olson, CPA/PFS
Founder
Grounded in Experience,
Built on Confidence
“Math wins. Every time. Math will tell us what to do.”
Brad Olson is a Certified Public Accountant and Personal Financial Specialist. He has been providing guidance and helping design strategies for individuals entering retirement for over 30 years. He has expertise in helping design, implement, monitor, and adjust retirement strategies to reflect the necessary changes for achieving a successful retirement.
Brad’s strong background and education in accounting and economics have shown him that math can be relied upon; it’s clear and precise. As Brad is fond of saying, “Math wins. Every time. Math will tell us what to do.” Brad is an avid hunter and outdoorsman.
Contact Us Today
Your Future Deserves More Than Guesswork
You’re one step away from taking a crucial step toward protecting your retirement future with the personalized strategy it deserves.
Book your one-on-one strategy session today!
