Do you aspire for financial freedom?
Some might call it retirement. I would like the opportunity to be your trusted financial advisor and help you achieve that goal. I live in Lowry Crossing; my branch office administrator lives in Princeton and our branch is in McKinney.
I want to know what is important to you. This enables me to help create a strategy to help you achieve your goals. Edward Jones has been in existence for over 100 years and has helped millions of families and companies with their financial goals.
I moved to Texas from Sweden in 1999. I have a broad international background and have spent over 23 years in the US. I have a blended family, including a son with special needs.
I have since gained licenses, studied and learned from those in the industry and earned the Chartered Retirement Planning Counselor™ designation. Sometimes, what you don't know can hurt you, and I aspire to share what I have learned with my clients to help them in pursuit of their goals.
We need to stay curious and be aware that there are so many things we do not know. I love traveling and experiencing local cultures and seeing the world. Overall, my travel and international business experience has given me different insight and learnings. This insight is beneficial when I help clients to plan for the known, but also when preparing for the unknown.
Follow me on my Facebook and/or LinkedIn pages. Or, why not come in for a cup of coffee in my local branch and let's talk in person. Melanie and I look forward to meeting you. After all – what is important to you and how may we be of assistance?
We will partner together throughout your life to help keep you on track.
Give us a call!
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Home Improvement
Phone NumberPeter Olsson at (469) 625-2162
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