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ABOUT OUR FIRM
Advanced Wealth Planning and Business Exit Strategies
We believe in a simple, straightforward approach to help our clients maximize their net worth and achieve their financial goals.
Our Vision
We provide comprehensive planning solutions that integrate family, career and business ambitions. Our goal is to help families and business owners who are open, coachable and intentional about developing their balance sheet in designing and executing strategies focused on the accumulation, distribution and preservation of the wealth they create throughout their lifetime.
Our practice was founded by building long-term relationships with our clients. We are here to provide service, advice, and consult that impacts the lives of our clients and their families. We work with business owners, high net worth professionals, and professional athletes who are coachable and growing and have strong family values.
Potential Clients
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Potential Collaboration
To create a comprehensive plan for our clients, we work with teams of business attorneys, property and casualty agents, health insurance brokers, estate planning attorneys, CPAs and tax advisors.
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We work with our clients to develop comprehensive wealth planning solutions focused on their personal and professional goals and objectives.
Through our process, we help our clients develop a strategic plan, focused on more than just wealth management. While markets may help to generate yield, we know that our clients need much more than asset allocation planning. Business ownership transition, estate planning, charitable gifting strategies, tax planning considerations and advanced portfolio management, help our clients to achieve the confidence and financial stability they are seeking.
Personal Wealth Planning
Our clients expect high levels of experience and service with strategies and solutions focused on their vision for the future. We have built our practice around our clients, focusing on their interests and striving to build relationships that endure market cycles and generations.
Business Exit Planning
The goal of most business owners is to successfully transition their business, capitalizing on their life’s hard work. We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax efficiency strategies.
We work strategically and methodically to implement a plan that fits our client’s long term objectives.
Our mission is to provide strategies that strive to optimize cash flow, enhance business valuations and promote the accumulation and preservation of personal net worth.
Identify
HOW WE WORK: PHASE 1
We like to know who our clients are – we start with a discussion around their hopes, dreams and threats regarding their future. As our clients progress through our process we look to eliminate concerns and align their ambitions with their finances.
HOW WE WORK: PHASE 2
Many of our clients have worked with financial advisors and implemented financial products. Typically, these financial products accrue throughout time and lack an overarching strategic plan. We perform a financial audit and provide a second set of eyes to evaluate inefficiencies and overexposure to risk, liability, taxes and market volatility.
Implement
HOW WE WORK: PHASE 4
We continue to work with our clients long after our initial strategy session. We systematically review our strategy and monitor our progress so that we maintain alignment with our financial objectives.
Evaluate
HOW WE WORK: PHASE 3
Developing a financial plan is only the first step. We follow through with our clients and ensure their plan has been implemented on every level.
Review & Monitor
Meet Our Team
With over 22 years of experience in Business and Personal Financial Planning, Mike Olivia and his team focus on providing comprehensive planning solutions that integrate family, career and business ambitions.
Check this investment professional's background:
Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA insurance license number: 0E57168. AR Ins. Lic.: AR Insurance License #2343024
Michael Olivia
CFP®, CExP, NFLPA