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.


The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Using Life Insurance to Retain MVPs

An executive bonus plan funded with cash-value life insurance could be used to attract, reward, and retain valuable employees.

Financial Strategies for Changing Families

Family life has changed over the past 4 decades. Here are some financial suggestions for nontraditional families.

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

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