Bruce Olmstead is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Brokerage Services, Inc. in Fayetteville, GA and the surrounding communities.
Wealth management is for everybody--it is comprehensive planning--for your whole life. Our ideal clients are looking for long-term relationships with an advisor. The focus of our practice is comprehensive, integrated financial planning. We know that, foremost, our clients are looking for two things in a planner: integrity and competence. To that end, we provide personalized, quality, value-added service. We have no proprietary products to sell--our financial plans are solutions oriented.
Retirement planning and IRA rollovers are our specialty. We also have extensive experience in the following: investment management, employer-sponsored retirement plans, stocks, bonds, money markets, mutual funds, education funding, income tax planning, life insurance, annuities, long-term care insurance, estate planning, and charitable giving.
We believe that financial planning is more than growing large accounts. A comprehensive plan--wealth management--includes: 1) building wealth, 2) protecting wealth, 3) distributing wealth, and 4) transferring wealth.
Our compensation is either fee-based or commission, the choice is left up to the individual. There is no charge for the initial consultation. We use state-of-the-art investment/retirement planning software and encourage all of our clients to build a plan.
Bruce R. Olmstead, CFP® has been offering financial planning to his clients since 1997. He is a 1978 honor graduate from the United States Air Force Academy with a degree in Aeronautical Engineering. He graduated from the College of Financial Planning in 2000. Bruce is a member of the Financial Planning Association. As an active member of Dogwood Church in Tyrone, Georgia, he serves on the stewardship ministry and the finance team. He has shared financial planning and stewardship with hundreds of people in seminars throughout the Atlanta metro area.
Bruce has three children and lives in Fayette County, Georgia, with his wife Susan.
His approach to financial planning is to attempt to see planning needs from the client's perspective:
What do people want?
* An advisor with integrity and competence
* A CERTIFIED FINANCIAL PLANNER™
* An initial consultation at no cost to "check out" the advisor
* An independent financial advisor
* An option to work with a fee-based financial planner
* Simple explanations of complex financial concepts
* Choice of different strategies-with the pros and cons clearly explained
* A long-term relationship with responsive service
7, 63, 65
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