“EMPOWER, ENRICH, ENTRUST”
— OLYMPUS FINANCIAL

Our Services

50 States

35+

A+ CARRIERS

BUSINESS IN

70+ Years

TOTAL EXPERIENCE

$100M+

MANAGED AND PROTECTED

  • Life insurance is more than just a policy; it’s a promise to safeguard the financial well-being of your family and loved ones, even in your absence.

    • Family Protection

    • Funeral Cost

    • Pay Off Debt

  • Tax-efficient retirement planning involves strategies to minimize the amount of taxes paid on retirement savings and income during retirement years.

    • Minimized Losses

    • Strategic Planning

    • Guaranteed Income

  • A 401(k) and IRA rollover involves transferring funds from one retirement account to another without incurring taxes or penalties.

    • Indexed IRAs

    • Tax Avoidance

    • Easy Rollovers

  • Planning for a child’s college fund is an investment in their future success. It provides access to higher education, empowers them to pursue their aspirations.

    • Flexible Options

    • Tax-Free

    • Secure Aspirations

  • Index strategy provides principal protection, ensuring that the initial investment is not subject to market losses, while offering the opportunity for interest credited.

    • Fund Protection

    • Market Protection

    • Credited Opportunity

  • Debt management refers to various strategies and programs designed to help individuals or businesses manage and reduce their outstanding debt burdens.

    • Simplify Debt

    • Improve Credit

    • Budget Plans

  • Business wealth solutions involves planning for the success of your business whether this is to help retain your top executives of your company, or succession planning.

    • Sustainable Growth

    • Asset Protection

    • Smooth Succession

  • Long-term care insurance can help protect individuals and their families from the high costs of long-term care, which can quickly deplete savings and assets.

    • Comprehensive Support

    • Financial Security

    • Healthcare Needs

  • Trusts and wills are essential estate planning tools that help individuals ensure their assets are distributed according to their wishes.

    • Reduce Tax Implications

    • Living Benefits

    • Preserve Family Legacy

How We Work

  • Email us at info@olympus-financial.com or schedule a free Discovery Call

  • You’ll be able to have a discovery call to discuss what you’re looking for

  • You will be having Zoom video conference meetings to go over educational information and solutions

  • You will have Financial reviews to update and make sure you’re on track with goals

Client Testimonials

  • “I was able to secure my retirement during COVID! ”

    -Norma G.

  • “I didn't know what I really had until Jonathan took the time to help me understand”

    - Lina Y.

  • " Jonathan had so much patience to help my family"

    - Jennifer B.

  • "I was able to set my daughter up to have a better future than we had"

    -Justin T.

  • "I had a terrible experience with my previous advisor, I wish I met Jonathan years ago"

    -Hector B.

  • "I never thought creating a family legacy was so easy and simple"

    -Ken N.

  • "I was in so much debt and thought it would be impossible, but with their plan I can breathe again"

    -Kelly W.