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.


Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

“I’ll Do It Later” — Why People Procrastinate

Procrastination can have far-reaching effects on important activities and decisions, such as saving for retirement.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

More Newsletters →