Let us help you run your personal finances, so you can focus on what matters in life.
Get in touch to learn how we can help.
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Personal finance management: exclusive service by Olsen
Financial Statements
Asset Management
Analysis and Planning
Our Personal Finance Management Services include:
- Monthly Financial Statements, including Forecasts, Budgets, Cash Flows and any other Financial Statement needed
- Payment of all personal and company monthly bills and invoices on behalf of our clients
- Tax Compliance and Financial Services
- International Taxation
- Asset management strategies
- Tax planning
- Independent reviews of monthly investment documentation and interpretation of the monthly investment results
- Quarterly estimated tax calculations, meetings and reviews
- Financial planning assessment
- Current cash-flow and income analysis
- Complete and comprehensive personal financial plan
- Insurance analysis and review
- Other Customized Services, as requested by the client
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Saving you Time
Professionals and many high net-worth individuals, often face overwhelming financial challenges. They not only must manage their own personal finances, but often those of other family members and any businesses or entities they own. Demands from their busy schedules and many other public and private commitments often keep them traveling, domestically and abroad. These situations require an experienced tax firm that not only is up-to-date on the latest national and foreign tax issues, but also understands the unique financial demands placed on them.
Experience
We at Olsen and Partners have years of success in providing complex tax and accounting solutions to individuals. We understand the importance of your privacy, and we adhere to the strictest ethical and legal standards in the industry. We will ensure that your long-term goals are met, working closely with your family members, as well as your advisors, attorneys and business managers to implement tax-efficient strategies that best protect your interests and wealth, for future generations.