OUR ETHOS

Trust and Transparency are our Non-negotiables

In our years in the industry, we’ve observed that many other advisors’ preferred interaction with their clients is to keep them on a “need to know” basis.  For example, while many individuals may know the balance of their accounts, and how much they’re paying their advisor to manage their funds, they may be unaware of steadily accruing hidden fees, beneficial adjustments that can be made to policies, or alternative case designs that can be custom-built for their unique needs.  In our opinion, if a client is unsatisfied, or worse, unclear, about the state of their retirement funds, it is a failure on the part of the managing advisor.

At Olympic Golden Retirements, our aim is not to sell you a “one-size-fits-all” product and be on our way.  Our process allows you to take stock of what is often a patchwork of various financial assets and expenses and convert them into a centralized financial snapshot that will serve as a benchmark for any recommendations moving forward. By transforming the abstract into the actionable, our goal is to give clients clarity and peace of mind by confirming that their existing plan is as strong as possible, or by providing them with a tactical strategy to make it so.