Mission,Vision & Ideal Client

Our Mission: 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.

Our Vision: Our focus is to continue to limit our practice to 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 asset protection. ERIK OLSEN FINANCIAL will continue to build a reputation as the premier source for people who meet our ideal client profile.

Ideal Client: 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 try to accomplish this with the minimal amount of taxes through proper estate planning, using applicable tools such as trusts, wills and life insurance.   Estate taxes are potentially manageable. They may be excessive for those who fail to plan.