WestPac Wealth Partners: Amanda Olson
Categories
Financial Services
Hours:
Monday-Friday:7:00am-7pm, Saturday-Sunday: By Appointment
Driving Directions:
5280 Carroll Canyon Road, San Diego CA 92121
About Us
My team supports executives and business owners with organizing and managing financial life in balance.
Our professional guidance provides clients with a holistic and comprehensive approach with an emphasis on shaping a plan that takes into account what each client wants to achieve financially, what they value or prioritize most, and what options they might have in terms of workable solutions. My team essentially acts as our client's 'quarterback' to coordinate the various pieces involved in business and personal wealth planning.
Among the many services we offer, the strategies for individuals and businesses include:
STRATEGIES FOR INDIVIDUALS:
-Retirement Income Mapping
-Wealth Management
-Wealth Accumulation
-Wealth Distribution
-Estate Planning
-Life & Disability Income Protection
-Long Term Care Insurance
-Asset Protection
Investment advisory services offered through Park Avenue Securities.
STRATEGIES FOR BUSINESSES:
-Key Person/Executive Benefits
-Pension Design & Administration
-Buy/Sell Agreement
-Business Exit Planning
-Voluntary Employee Benefits (401k, Dental, Group Life, Group Disability)
Rep/Contact Info
