John Olsen
Financial Advisor at Capital Strategies Group, Llc
Based in Tempe, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Tempe
Industry
Financial Services
Company size
13
Contact information
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j•••••••@csgplanners.com
Phone
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Background
About John Olsen
I work best with people who are family oriented, who are happy and successful in their profession/business. They are open to receiving help from financial services professionals to plan their Financial Wellness: Protection Planning Life insurance, long term care, Health (including Medicare options) Liability insurance (home, auto, umbrella, etc.) Estate Planning Help with preparing trusts, wills, durable power of attorney, living wills Help keeping all estate planning documents updated Help with properly funding the trust Retirement & Investment Planning IRAs, ROTH IRAs, 401K, SIMPLE, SEP IRA, etc. Investment options focusing on safety, return & Liquidity
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