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. 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. 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(s) 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. 491 King's Hwy Valley Cottage, NY 10989 845.627.1099