Jason C. Olenski, CFP®, CLU®, CASL®, ChFC®, RICP®

Wealth Management Advisor

  • Office 215-968-7225
  • Mobile 267-261-4059

 

Your life, the life you are living right this moment, never stands still. It is a life that is constantly evolving, changing direction and emerging with new and exciting possibilities.

 

Living a life that never looks the same from one day to the next, means your approach to financial security can’t ever be static. It must be proactive. It must be purposeful. And, most importantly, it must be planned.

 

Benjamin Franklin, one of the wise founding fathers of the United States and the individual who fittingly resides upon the front of our nation’s $100 bill said it best -- “By failing to prepare, you are preparing to fail.”

 

And with these words of wisdom, Jason would like to ask you three questions whose answers will prove to be foundation to you and your family's financial future:

1. Do you have a plan to ensure you don’t run out of money in retirement?

2. Do you have a plan to minimize taxes in retirement?

3. Do you have a plan for your family and loved ones to be taken care of in the event of an accident?

 

If the answer to any of these questions is anything besides a loud resounding “yes”, then you owe it to you and your family to sit down with a financial advisor.

 

Jason is biased, obviously, but he would love for that financial advisor to be him.

 

He would be honored to help you and your family identify realistic financial goals, and create a personalized financial plan to help you prepare to meet and even exceed these goals in the future.

 

Allow Jason to help you achieve a secure financial future for the people you care about most.

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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