“There’s something special about the Bonsai tree. You can
create something great from something small, and that’s
essentially what we accomplish, too.” – Tony Olson, Principal
BONSAI FINANCIAL

Bonsai Financial is a holistic financial planning firm that takes a disciplined approach to create sustainable long-term plans specific to each client’s goals. We provide comprehensive retirement planning and wealth management with an emphasis on strategic future tax planning.

We emphasize that small improvements made along the way support natural growth and progression over time with discipline, patience, and consistency. Begin with the end in mind, and have confidence knowing that you have a plan in place to protect and grow your earnings.

THE BONSAI STORY

Bonsai trees are captivating and intriguing because they can be coaxed to grow in accordance with the time-tested principles of harmony and balance. And if coaxing is not sufficient, coercion is necessary in the form of a few specifically-placed modifications. Constant attention is required along with a steady hand for ongoing trimming of overgrowth, or anything that brings it out of balance.

At Bonsai Financial, we bring a similar measured approach to helping our clients structure their financial trees with solid platforms, sturdy and stable trunks, and branches that are in balance.

MEET THE TEAM
Tony Olson
Principal

Tony Olson is the Founder and Principal of Bonsai Financial, an Arizona-based financial advisory firm. He is also the Chief Compliance Officer for Bonsai Financial Services, LLC, a Registered Investment Adviser.

He brings a broad scope of experience to Bonsai, focusing on dynamic retirement planning, insurance and investment management to meet the ever-changing demands of his client’s financial goals.

Tony is a licensed Investment Adviser Representative, which means he is held to the fiduciary standard and is legally required to act in your best interest. As a conservative wealth manager, he works to provide low-risk, personalized investment management strategies to help clients secure and maintain their financial independence throughout retirement. He also works with attorneys to assist clients with complex estate planning and special needs trusts.

Originally from Minnesota, Tony holds a B.A. in communication & music (vocal performance) from the University of Minnesota, Morris and completed post-graduate work at the University of St. Thomas and the University of Minnesota. He is also life and health insurance licensed in the state of Arizona. He currently resides in Phoenix, AZ and takes advantage of every opportunity to enjoy outdoor activities including hiking, gardening and swimming.

Sam Olson
Partner/Advisor

Sam is a Partner and Advisor at Bonsai Financial. He enjoys helping clients pursue their long-term financial objectives through a systematic approach to goal-setting and problem-solving. Coming from a background in aviation, he has a unique perspective when it comes to risk management, implementation of a plan that is both individualized and flexible, and keeping the long-term objectives in mind.

Sam holds a degree in Aviation from the Academy College in Bloomington, MN. He is a licensed Investment Advisor Representative, which means he is held to the fiduciary standard and is legally required to act in your best interest. Sam also has passed the Series 65 securities exam and holds life and health insurance licenses in both Arizona and Minnesota.

Sam currently resides in Gilbert, AZ with his wife, their 12-year-old son, and two dogs. Sam enjoys spending time with his family and loves the outdoors, specifically playing golf, tennis, biking, skiing, snowmobiling and fishing.

MEET THE TEAM
Tony Olson
Principal

Tony Olson is the Founder and Principal of Bonsai Financial, an Arizona-based financial advisory firm. He is also the Chief Compliance Officer for Bonsai Financial Services, LLC, a Registered Investment Adviser.

He brings a broad scope of experience to Bonsai, focusing on dynamic retirement planning, insurance and investment management to meet the ever-changing demands of his client’s financial goals.

Tony is a licensed Investment Adviser Representative, which means he is held to the fiduciary standard and is legally required to act in your best interest. As a conservative wealth manager, he works to provide low-risk, personalized investment management strategies to help clients secure and maintain their financial independence throughout retirement. He also works with attorneys to assist clients with complex estate planning and special needs trusts.

Originally from Minnesota, Tony holds a B.A. in communication & music (vocal performance) from the University of Minnesota, Morris and completed post-graduate work at the University of St. Thomas and the University of Minnesota. He is also life and health insurance licensed in the state of Arizona. He currently resides in Phoenix, AZ and takes advantage of every opportunity to enjoy outdoor activities including hiking, gardening and swimming.

Sam Olson
Advisor

Sam enjoys helping clients pursue their long-term financial objectives through a systematic approach to goal-setting and problem-solving. Coming from a background in aviation, he has a unique perspective when it comes to risk management, implementation of a plan that is both individualized and flexible, and keeping the long-term objectives in mind.

He is registered as an Investment Adviser Representative and has passed the Series 65 securities exam. He also holds life and health insurance licenses in Arizona and Minnesota. Sam resides in Gilbert, AZ with his wife of 21 years, and their 12-year-old son. Sam enjoys spending time with his family and loves the outdoors, specifically playing golf and tennis, hiking, biking, skiing, snowmobiling and fishing.

OUR SERVICES

At Bonsai Financial, we offer our clients a range of services to help meet their financial goals and requirements. We understand that financial and personal objectives vary from client to client, and we tailor our plans to meet your specific needs.

Our services include but are not limited to:

  • Retirement Income Strategies
  • Estate & Legacy Planning
  • Investment Management
  • Tax-Efficient Retirement Planning
  • Long-Term Care Strategies
  • Charitable Planning

CONTACT US

Let us help you with your retirement strategy.
Office: 602-343-9309 | Fax: 800-479-7199
EMAIL

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