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Eric Cumley, CFP®

Managed Investments

When it comes to our client's investments, we believe that active, institutional-grade portfolio management is a key to long term success. Olympic clients enjoy direct access to established, reputable money managers that have stood the test of time.

In short, our view is that professionally-managed investments do the best job of helping to:

  • Remove emotions (mainly fear and euphoria) from investment decisions
  • Control financial risks that can cause serious harm
  • Reflect values and preferences through customization
  • Improve tax control
  • Promote fee transparency

When it comes to investing, success is less about investment performance than it is investor behavior. The old adage of 'buy low, sell high' is elementary in principle, but it is notoriously difficult in practice. In our view, delegating the complex task of modern portfolio management to a team of experienced pros is worthwhile and effective.

Investors face a mind-numbing avalanche of choices today. What's worse, there are many urgent voices claiming to know which way is best—and not all of those voices can be trusted. At Olympic, we know what works. And we have the track record to prove it.




Retirement planning

One of the most complicated parts of the financial planning process—and certainly one of the most critical—is projecting and then managing a person's retirement income.

Proper income planning is rarely achievable using personal finance software. Most free retirement calculators found on the web are simply unable to account for the full spectrum of variables which must be factored in.

At Olympic, we realize (and respect) how hard you've worked for your retirement. We also know you need to make your retirement savings last, potentially for decades to come. With the help of our analyses, you can effectively plan for retirement by:

  • Defining how long you'll need a stream of retirement income
  • Determining how much in accumulated savings you'll need
  • Evaluating potential sources of retirement income
  • Projecting how long your assets might last
  • And more

If you're approaching retirement or already retired, Olympic has some of the industry's finest resources—backed by years of frontline experience—to help you plan and enjoy the retirement income you need.

 

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 DISCLOSURE
Olympic Wealth Management LLC is registered as an investment advisor with the State of Washington and may not transact business or dispense investment advice in states where it and its representatives are not appropriately registered, excluded, or exempted from registration.

Individualized responses to inquiries/persons that involve securities transactions or personalized investment advice for compensation will not be made without registration or exemption. Information presented here is general in nature, and does not constitute investment advice or the solicitation for purchase or sale of any product or service.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, MT, OK and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.