Matthew R. Olsen

Wealth Management Advisor

  • Office 561-962-2925
  • Mobile 954-815-6532
  • Fax 561-994-6217

Plan Now for Your Future

Financial success doesn't happen by chance.  It is the product of sound decision-making. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next step. This is where Matt Olsen comes in. 

Matt Olsen and his team of specialists will work to understand your current personal and financial circumstances and your goals for the future.  They will work to do more than determine a planning solution.  Matt Olsen and his team will build a strategy that is right for you.  Together, they will work to develop a financial plan that balances your short-term needs with your long-term goals.

Our Mission Statement

“As your Wealth Management Advisor, my team and I will listen, clarify and help prioritize your goals and aspirations.  This is essential before developing a personalized financial plan to help you achieve your vision for the future.

And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Our Commitment to every client is to:

  • Provide immediate value to their financial situation,
  • Make a positive impact in their lives,
  • Continue to earn their trust and continued confidence, and
  • Develop long-term and enduring relationships with all my clients.

My team and I look forward to serving our community and clients for many years to come!"

- Matt Olsen 

(updated 8/5/2015)

Financial Planning for You and Your Business - An Integrated Approach

Your business and personal needs are intertwined throughout the life cycles of your business.  Matt Olsen believes this is why an integrated approach through which your needs are evaluated, prioritized and addressed as your business evolves is essential.

Matt Olsen and his team of experts will help bring to you the skill, expertise, and experience of highly qualified representatives, advisors, specialists and advanced planning attorneys.  Working with you and your other advisors (accountant, attorney, banker, etc…), our goal is to help build and implement the drivers that create, grow, and protect your business’ value and success.

Northwestern Mutual

Matt Olsen will provide you with access to a nationwide network of representatives, advisors, and specialists —people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions.  Matt Olsen strives to call on the full capabilities of Northwestern Mutual, providing each client with a comprehensive financial planning process.  Through this financial planning philosophy, our clients feel secure that their intentions have been understood and their needs are being addressed.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.