Erik Olsen Financial

Description

• As a referral only business, we work with successful business owners, executives and professionals who have a minimum net worth of $10,000,000 or annual compensation in excess of $1,000,000. Our clients are concerned about their familys well being as well as their futures. Their earnings are significantly above average, and they work in order to provide themselves and their families with a comfortable lifestyle as well as to save for retirement.Our clients primary goal is the protection and/or transition of their accumulated wealth from one generation to the next. We accomplish this with the minimal amount of taxes through proper estate planning, using applicable tools such as trusts, wills, life insurance, etc. Estate taxes are manageable. They may be excessive for those who fail to plan.Our mission is to develop relationships with our clients in such a manner that they are completely comfortable in sharing their most personal financial concerns with us. This enables us to develop objectives and potential solutions which help put their minds at ease for their futures as well as the futures of their loved ones. We want to help our clients crystallize their estate planning objectives, and with our trained staff, conceptually and fundamentally design and assist in implementing a program that will fulfill their goals and dreams. We help our clients make smart decisions about their wealth.
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  Headquarters:491 Kings Hwy , Valley Cottage, New York, United States

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  Phone Number: +1 845-627-1099

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  Website: http://erikolsenfinancial.com/

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Erik Olsen Financial

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• |  NAICS Code: 523110  |

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