Our Firm

By engaging Carbahal Olsen, you will have access to an experienced team devoted to working on various aspects of your financial plan rather than on individual pieces in isolation. We recognize that our real value to you comes in the form of helping frame integrated solutions in the context of your unique and often complex life. Offering our counsel from this more holistic framework, it is not uncommon that we speak with your tax counsel one day and your insurance broker the next, making certain that your financial life is moving forward in the manner you envisioned.

Moreover, all of the work we undertake for you will be completed on a fee-only basis. In other words, we will not accept securities commissions or 12(b)1 fees, nor will we receive compensation from third-party vendors*. Instead, our only compensation comes from you, our client, exclusively on a percentage of assets under management, or in the case of limited financial planning engagements, on an hourly or retainer basis. We think this approach frees us to remain truly objective when making specific recommendations for your portfolio and your financial plan.

Carbahal Olsen Financial Services Group, LLC is a registered investment advisory firm devoted to delivering customized wealth management and financial planning solutions on a fee-only basis. 

*Representatives of COFS may be separately licensed as insurance agents or brokers for one or more insurance companies. In this capacity, they will be able to receive separate, yet customary commission compensation when they implement insurance product transactions on your behalf. Clients are not under any obligation to engage COFS representatives when considering implementing our recommendations. The implementation of any or all insurance recommendations is solely at the discretion of our clients.