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Overson Advisory Group, LLC

Helping You Prepare

for financial independence

Providing Retirement

income solutions

A Client Focused

personalized approach

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Tax Strategy
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Overson Advisory Group, LLC

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards of working with us. We have created this Web site to help you gain a better understanding of the benefits of insurance, investment, retirement, tax, and legacy planning as well as wealth preservation concepts. We hope you see the value of working with skilled professionals in these areas.

We’re here to help educate you about basic or advanced concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

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Generational Vault

The Essential Guide for the New Age of Retirement: Why the rules have changed by L. David Overson

"...an easy to read guide full of solid, well supported advice, complete with relatable scenarios and helpful chapter recaps. The result is a primer that should provide food for thought as well as serve as Overson's intended wake-up call to unfocused investors." - Kirkus Reviews


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Investment Management

At Overson Advisory Group, LLC, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is...


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Financial Planning

We believe that information is power in today’s financial world. By providing a fee-based platform for our clients’ financial plans and assuming a fiduciary responsibility for them, we are able to ensure that the work we do is in their best interest...


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Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture...


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2500 S Power Rd Ste 111
Mesa, AZ 85209
 480.776.3550
 david@oversonadvisory.com

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Overson Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Overson Advisory Group, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Overson Tax Advisory, Inc. Overson Advisory Group, LLC and Overson Tax Advisory, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted.
Overson Advisory Group, LLC and David Overson are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Overson Advisory Group, LLC is not engaged in the practice of law. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.