Clients have chosen to work with our team because of our integrity and commitment to building strong and lasting relationships. Which means we utilize a comprehensive financial analysis process that allows us to thoroughly understand your goals and align them with the most suitable and effective strategies to achieve these goals. The real benefit is the peace of mind and confidence you have in kno
wing that you have a firm dedicated to positively impacting your life, lifestyle, and legacy. We provide custom solutions for both individuals and businesses by incorporating services such as:
• Retirement Planning
• Asset Protection
• College Funding
• Survivorship Protection
• Trust & Estate Planning Strategies
• Executive Compensation Strategies
• Business Succession Planning
• And more! Our clients are given access to their very own secure financial website to track everything you own in one convenient location, even those accounts that are not held with us. They have access to up-to-date account values as the markets change which allows them to see their bottom line at any time. The website also allows them to track their expenses, monitor their cash flow and view the spending habits. To find out more about how our team can assist you in creating a sound financial future, please give us a call at 847-698-1542. Text 28748 from your smartphone for my virtual business card. Visit me on Twitter: https://twitter.com/CfpOlson
Visit me on LinkedIn: LinkedIn.com/in/molsons
Mission
As a Financial Planner, my mission is to provide the following value to my clients:
• Suitable asset allocation using a broadly diversified portfolio
• Cost-effective implementation
• Monitoring & Rebalancing portfolio to maximize return and minimize loss
• Spending strategy (withdrawal order) in retirement to minimize negative effect on portfolio as well as maximize tax efficiency. I am licensed to sell Insurance Products in the following states: Az, FL, IL, WI, CO, IN. I am registered to sell Securities in the following state: IL. Registered Representative/ Securities and Investment Advisory Services are offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Platinum Wealth Solutions, LLC is an independent firm affiliated with Michigan Financial Companies-John Hancock Financial Network. 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034. (248) 663-4700. 225-20150915-252604
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