Today, this is known as financial planning and there are over 20 designations available and a few unrecognized ones as well. Structurally, he was also one of the first agents to identify and implement liquid tax-free income planning and Section 125 group benefit, tax savings plans. Transamerica and Kim were among the first to market and utilize new indexed portfolio accounts that eliminate market negatives (risk) and maximize tax deferred growth. This financial structure provides wealth protection, tax free income with liquidity, and estate transfer completion.
During his time with Transamerica, the growth of the electronics industry allowed him to design and implement retirement and insurance plans for a wide variety of businesses, families and some executives of today's leading electronics and technology companies. He still remembers presenting a Transamerica pension (401k) plan to Sun Micro Systems when they were a startup company, like many others. As a top producer, he assisted with the brokerage and management operations of the local Transamerica office. He was in position to acquire the Transamerica office however, in 1990 he and his family moved to Santa Clarita, CA. where he began Olson Financial Services and supported his daughter's, ‘A’ list, acting career. OFS is a brokerage office, working on behalf and for our clients' best interests. Live, Die or Retire - We structure tax favorable plans guaranteed to complete, protect, and fulfill your current and future financial goals; keep your money; maximize your net retirement income plan and wealth estate. Our complimentary 2nd perspective review will help you identify areas of enhanced growth, tax savings, guaranteed lifetime income and potential improvements. Our goal is to protect and expand your total wealth; without any additional out of pocket expense. We provide customizable service in 4 western states, when can we help you? What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Please visit our educational website www.SafeMoneyPlaces.com for more information. |
ASK US A FINANCIAL QUESTIONEveryone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers.
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Contact Us:Kim L. Olson, LUTCF
Olson Financial Services CA Lic # 0622521 661-347-0314 Office Address: 28073 Smyth Dr., Valencia, CA. 91355 (By Appointment) Need Help creating a Financial strategy for retirement? |
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