Valley Cottage, New York, United States
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 family’s 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 client’s 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. 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. Doing the right thing for our clients is intrinsically important in all our relationships. Our history of meeting and exceeding our clients’ expectations creates an opportunity for us to work with families who continue to introduce us to others who benefit from the same type of relationship. Specialties: Our long-term objective is to have 200 families who view us as their wealth coach. Through our current and future staff members, as well as our strategic alliances, we will be able to answer all of these family’s needs relative to estate planning, life insurance and money management.
Erik Olsen is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Erik Olsen is also Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. Erik Olsen is not licensed in all jurisdictions. Erik Olsen Financial is not owned or operated by New York Life Insurance Company or its affiliates. Neither Erik Olsen Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 491 King's Hwy Valley Cottage, NY 10989 845.627.1099
Dealt with high net worth clients in the life insurance/business succession markets.
Learning aspects of scheduling, delegating and supervising through both training and practical experience.