About OLSEN FAMILY FINANCIAL, LLC
OLSEN FAMILY FINANCIAL, LLC is a highly reputable financial firm that offers expert financial advice to individuals seeking to secure their financial future. With years of experience and a team of highly qualified advisors, OLSEN FAMILY FINANCIAL, LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Creating customized financial plans tailored to individual needs and goals
- Providing expert investment advice and guidance
- Assisting with retirement planning and analysis
- Offering comprehensive financial planning services
Facts and Insights
OLSEN FAMILY FINANCIAL, LLC manages over $500 million in assets for its clients. The firm has 10 highly experienced and knowledgeable advisors who understand the complexities of the financial world and strive to provide the best solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
OLSEN FAMILY FINANCIAL, LLC offers a wide range of financial services to cater to the needs of its clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
Client Types
OLSEN FAMILY FINANCIAL, LLC serves a diverse group of clients, including individuals, families, and small businesses. The firm works closely with each client to understand their specific needs and develop personalized financial strategies to help them achieve their financial goals.
Fees & Compensation
OLSEN FAMILY FINANCIAL, LLC charges fees based on a percentage of assets under management. This ensures that the interests of the firm and its clients are aligned, as the firm’s compensation is directly tied to the performance of its clients’ investments.
Background
OLSEN FAMILY FINANCIAL, LLC was founded by James Olsen, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become one of the most reputable and sought-after financial advisory firms in the country.
Financial Advisor Disclosures to Know
OLSEN FAMILY FINANCIAL, LLC takes great pride in its ethical and transparent approach to financial advising. The firm fully discloses all fees and potential conflicts of interest to its clients, ensuring complete transparency throughout the entire advisory process.