Our Financial Services
We are an independent financial advisory firm that specializes in retirement income planning, long term care planning, and legacy planning.
We'll help you implement a plan that provides the liquidity you need, protects the principal you've worked so hard to accumulate, and tactically manages the risk you decide you want in your plan.
Since our inception, we’ve been proud to offer our clients what we like to call “white glove, boutique treatment,” offering a personal touch that is so often lacking in this industry. From the first meeting onward, you’re our family and we’ll protect your financial future as closely as we would our own - that's our promise.
We know that planning for retirement can be overwhelming, and that even the smallest hurdle in the process can be enough to dissuade or discourage. This is why we aim to make our services as accessible, and as seamless as possible. For example, many of our clients prefer to take meetings in the comfort of their homes rather than having to fight traffic and haul financial documents down to an office. We’re more than happy to oblige - we’ll come to you. Likewise, if you favor meeting in an office setting, we’ve got two Triangle Area locations to meet your needs.
Our goal is to build meaningful, lasting relationships with our clients. By informing individuals nearing or in retirement on the strategies available, we enable them to better advocate for themselves and build the secure financial future they deserve.
TRUST & TRANSPARENCY ARE NON-NEGOTIABLE
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.