Defining Your Legacy
Estate Planning
Committed to Your Wishes
Estate Planning that honors your life
Estate planning is a crucial aspect of comprehensive wealth management, ensuring that your legacy is preserved and passed on according to your wishes. As your estate financial advisor, we focus on more than just wealth transfer–we are dedicated to crafting a holistic estate financial planning strategy that reflects your life’s work and values. Our approach combines meticulous wealth transfer and succession planning with thoughtful legacy and charitable planning. This ensures that your assets are distributed efficiently, your loved ones are cared for, and your charitable intentions are honored.
Step-By-Step
A Disciplined Investment Approach
A healthy financial strategy centers around defined goals and measured progress towards those goals. Here’s what you can expect from the Olympic Investment process:
- Discover: We assess your unique situation, needs, and goals in a relaxed setting.
- Develop: Understanding your goals and risk tolerance, we create a tailored investment plan.
- Implement: We assist in executing a disciplined investment strategy, managing risks effectively.
- Evaluate: Your advisor regularly reviews and communicates performance to ensure the strategy matches your goals.
A Life Well-Lived
Estate Planning Services
Meet Your Team
Let’s talk.
Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.
