Financial Planning Services
Financial Planning & Wealth Management Services
Your finances are an integral part of your life and can be a major source of worry. When those finances are planned and executed properly, you are able to stop worrying about your financial future and instead focus on what matters most to you.
We at Koss Olinger understand the complexities of wealth and all of its implications. We also understand the value of providing our clients with truly objective financial planning advice free from the pressures or constraints of any individual product or company’s interests.
If you are wondering:
- Am I taking too much or too little risk with my current investments?
- What can I do to avoid spoiling my children and grandchildren?
- What do my current trust documents state will happen?
- Do I have enough assets to live on for the rest of my life?
- Will my children be able to handle money properly when I am not around?
- Is my life insurance underwritten with a strong company in the most cost-efficient manner?
- How can I minimize the Federal Estate Taxes that my family will owe the government?
Our proven process, The Wealth Navigator System™ (TWNS™) can help you answer these questions and more.
Once we have taken you through The Wealth Navigator System™ we will recommend one or more of our sub processes to meet your financial needs and goals. These sub processes include:
- The Secure Retirement Maximizer™
- The Legacy Optimizer™
- The Optimized Portfolio Solution™
- The Confidential Underwriting Process™
- The TOLI™ Solution
For a more detailed explanation of the full The Wealth Navigator System™ please click here.
It would be our pleasure to be a resource for you and your family. Please contact us to explore how we can help you get back to what matters most.