ERIK OLSEN FINANCIAL is a New York-based firm focusing on estate planning, business succession/exit planning and asset protection for clients who are primarily located in New York, New Jersey, Connecticut, and Pennsylvania.

 

 

 

 

 

 

         Client Profile

  • Privately held business owners
  • Corporate executives
  • High-net-worth individuals


Erik A. 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 in the states of NY, NJ, CT, NH, and MD.  No insurance business may be conducted outside the states referenced.

Erik A. Olsen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of NY, NJ, and CT. No offers may be made or accepted from any resident outside the specific states referenced.

Erik A. Olsen is seperately registered as an investment advisor representative with Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the states of NY, NJ, and CT.  These services are intended for residents of the states referenced.



Erik Olsen Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.






 

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

More Newsletters →