Curtis S. Olsen, CEP^®
CEO - Sword & Shield Estate Planning

Unleash the Power of Strategic Financial Planning: A Journey Spanning Over Two Decades

With a rich legacy of 25 years in the financial services industry, our journey began in the dynamic world of residential mortgage lending. As we evolved, we expanded our expertise into the intricate realms of insurance planning and retirement strategizing, always staying ahead of the curve and delivering exceptional results.

A Personal Transformation: From Single Fatherhood to Estate Planning Expert

Life has a way of reshaping our paths, and mine was no different. As a single father, I found myself at a crossroads, leading me to discover my true calling - Estate Planning. Over the past 13 years, I have had the privilege of guiding hundreds of families, helping them secure their futures and achieve peace of mind.

A New Chapter: Personal Growth and Client Focus

Now, happily remarried to my soulmate, I am able to bring my best self to the table everyday. Her unwavering support allows me to remain laser-focused on addressing my clients' needs, ensuring their financial security and prosperity.

Your Future, Our Priority: Let's Begin the Conversation and complete your estate plan today.

The Trust Challenge: Ensuring Your Assets Are Secure

Did you know that 2 out of 3 trusts fail due to incomplete funding? As a licensed financial professional, I specialize in the transfer of assets into trusts. My mission is to ensure your trust is not just established, but also meticulously managed and updated as needed. Together, we can safeguard your legacy and ensure a prosperous future for you and your loved ones.