About Kevin D. Olison
Kevin D. Olison, is a Financial Advisor Representative with H. Beck Inc. He specializes in working with pre-retirees and retirees, since 1993, and those about to retire who want to preserve their principal. He centers his business on advanced financial, estate and retirement planning from a net perspective. Kevin has assisted clients in a wide range of assignments effectively, efficiently, and with accuracy.
Kevin is a member of “Ed Slott’s Master Elite IRA Advisor Group” to enhance his knowledge to provide a financial roadmap to avoid the pit falls of IRA distribution planning and to solve the country’s biggest and most complex financial concerns of managing the distribution of IRA assets.
Kevin is a member of H.S. Dent Advisers Network founded by Harry S. Dent. The Dent Method is an economic forecasting approach based on demographics. Demographics is the study of populations who do many predictable things as they age that impact our economy, inflation, consumer spending, business and product trends.
Kevin continues to think outside the box, with his continuing education and understanding of the complex Financial and Health Care world. This has enabled Kevin to bring a vast background to the Retiring Federal Employee’s. Kevin can guide the Federal Employee to the appropriate federal retirement programs you qualify for and your eligibility date. Kevin can estimate you future income needs with Social Security benefits and assist you to identify and evaluate the different options you have with your TSP account, Basic Benefit Plan, FERS/CSRS annuity.
Kevin can estimate your future income needs with Social Security benefits and assist with identifying and evaluate the different options with their TSP account, Basic Benefit Plan, FERS/CSRS annuity.
The Olison Method is a step by step process to convert a prospect to a long-term client. The steps are intended to increase the desire of clients, or prospect’s, to benefit from a service, to the point that the desire is overcome to leave things the way they are.
The First Date session includes two steps:
- Taxes and Inflation – How taxes and Inflation affect investment performance over time.
- Diversification Strategy – Possible solution to offset taxes and inflation.
The remaining steps are conducted during a Courtesy and Recommendation meeting.
Along with the above credentials, Kevin’s mission is to educate veterans and their loved ones in need of Aid and Attendance to help maximize their benefits, thus relieving some of the financial hardships of those living in approved senior communities.
Kevin lives in the East Bay area with his wife Meredith, a Service Operations Manager II for a Building Technologies Company, and two kids (Parker & Sydney). In his free time, he is reducing his handicap on the public golf course.