Fortunate Family Office (FFO) is a division of DC & Associates created and managed by Wade Olson, CFP®. While it's a mouthful, it's the best way to describe Wade's collaborative philosophy. A traditional family office is reserved for wealthy families that can afford to hire a team of bookkeepers, accountants, lawyers and financial analysts to protect the family wealth. These pros are retained to focus on that family and make collaborative decisions. In comparison, the FFO takes the team members a client already has in place and finds ways to use them more strategically. Where another pro is needed, the FFO is the typical referral starting point. The ‘teammates' are assimilated as key players because of their ability to "play nice" and share information. Most clients grew their wealth through smart financial decisions, business savvy, an inheritance or good savings behaviors. Today's financial decisions seem more complex than in the past. They want a cross-disciplined team to digest their situation, provide an objective analysis and offer improvement recommendations. The client chooses the compensation model that makes sense for them. The common options are flat financial consulting fees paid quarterly, investment advisory fees, or commissions paid for placing insurance products or alternative, non-publicly traded investments. Certain accredited investors are able to choose a pay-for-performance fee related to investment performance. Securities offered through LPL Financial Member SIPC www.sipc.org. Investment Advice offered through Western Wealth Management, a Registered Investment Advisor. LPL Financial, Western Wealth Management, DC & Associates and Fortunate Family Office are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit www.FortunateFamilyOffice.com