About Us

At Olivier Safe Retirement & Estate Planning, our mission is to help our clients make smart investment and financial decisions through uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic advisory services to help clients prioritize and attain their life goals.

Olivier Safe Retirement was established to provide our clients with long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Olivier Safe Retirement will work alongside our clients in articulating, establishing, and achieving their financial life goals.

Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.

In our experience, the “best” financial solution to a given situation is not necessarily an appropriate option for the client. Each client receives an individualized analysis reflecting on their current situation and available financial solutions applicable to their situation as well as specific recommendations as to which paths to follow.

We believe that it is particularly important to present relevant financial alternatives to develop a truly cohesive plan – one that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy. We find that quality financial decisions are made after the client is informed of options that they may not know are possible.

We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end that Olivier Safe Retirement exists.

Our Philosophy

At Olivier Safe Retirement, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

Plan a Comfortable and Secured Retirement
We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns.

Our Mission

When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.

As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services and a passion for serving you.