At Olsen Investment Management one of our areas of specialization is Retirement Planning.
Arguably, the most important step in the process is thoroughly discussing and analyzing a client’s retirement goals. We find that many individuals have never really considered what it means to be retired. In order to establish a strategy to address a long-term goal it is imperative that the goal be quantified. Many clients find this discussion to be very enlightening and helpful in defining what their financial future may look like.
Next, using our state-of-the-art computer software, our retirement specialists will analyze a client’s current savings and retirement vehicles. We will provide retirement income projections and analysis of their current holdings. If appropriate, we will make recommendations for potential reallocation of assets with the objective of achieving long term financial security through prudent wealth management. Finally, we will consider all other alternatives that may be available to our clients that will assist them in working toward their retirement goals.
The retirement specialists at Olsen Investment Management can help you understand the advantages of each of the following types of plans. We can assist you in choosing the best plan(s) for you and in establishing your account.
- Traditional IRA
- ROTH IRA
- Pension Plans
- SIMPLE IRA
- SEP IRA
- 401(k) Plans