Olivia Relyea

02/01/2022

I am so happy to congratulate Karissa Trople on her associate promotion here in the firm. Along the way many clients were helped & I cannot wait to see all to come! Time to celebrate!!

01/27/2022

A lot has happened over the past few months. Promotions are some of my favorites! Big Congratulations to David & Shelby Hoffman in Oregon! These two have put in so much great work the past few months since getting started in the firm.

11/02/2020

Do you have long term care? Do you know someone who has needed LTC assistance? High chances you do. WA state will be rolling out a public LTC in 2022, depending on your circumstances this may benefit you but it may also not be your best option. Ask me questions:-)

06/24/2020

I will be hosting a virtual financial seminar this Friday at 4.10PM! I am so excited to share with my community.
This will be hosted via facebook live

With that being said it is my first time using facebook live so any recommendations for screen share and tip would be much appreciated- send me a direct message!

06/07/2020

Hello everybody! I hope all is well.
I will be personally hosting a financial seminar on the 14th of June! I will be going into some details on who we are as a company and brief over a few different services we offer within the firm! This will be open to anybody who would like to join! I will be speaking at 4pm and will only take about 35-40 minutes of your time.
- Retirement planning/ your options
- Business planning
- Affects that COVID-19 had brought to the market
- Our tax-advantaged & no risk strategies

To receive the link for this event please send me a message
June 14th at 4PM
I look forward to serving our community!

04/08/2020

I have a gift of read for anyone who pleases. This is one of my favorite books when it comes to education & finance. The author is in no way affiliated with our company but he breaks down and explains so beautifully options that are out there for everyone when it comes to strategies to save your money! He talks specifically on one of the strategies that I have become an expert in, that is offered by so many financial institutions- fortune 500 & 100 companies. Options for cash accumulation & compounded interest with no loss guaranty. Sounds too good to be true?- well it is true and it is too good so that is why you need to know about it today!!
Please send me a message with your email and I would like to send you the book "The Retirement Miracle" By Patrick Kelly

04/01/2020

"Olivia, why did you leave your background in skincare for finance, you were so great!'😳

3 years I worked with individuals in a very intimate setting, working many hours a day putting my body and hands in a difficult state 🖐(facial massage is hard on my past gymnast wrists lol) I worked many jobs in the field and realized at the place I was in the industry, I didn't want anyones life that I was working with.. I found myself looking into other options and researching about things I wanted to learn more about.🔍

My interests came through, almost like law of attraction.❇️ I began going to different spaces to meet people in the industry I was interested in.. shortly after I got introduced to Savannah Elam and I was talking to her about everything I wanted and was looking for out of life, how I wanted to help people, help my family and work with people on a day to day basis & next thing I know I'm working in financial services getting trained by the best in the industry and had the opportunity to meet the CEO of the company very quickly!👠👜

When Savannah and JR were going through what I would be doing, I had learned that withdrawing funds from your 401k before 59.5 y/o would result in a 10% early withdraw penalty, state taxes of -9%, & federal taxes of -25%.. 😦Right away I saw the value in different methods of saving for retirement as that is not desirable. If I or some of my family didn't know this, how many other people dont know? Newsflash!!⌛️ I quickly realized that most people have no idea where to save their money, where it will grow at a decent interest rate, or how to avoid taxes & penalties.

What I want to do the most is share what I have learned with you, I want to help a LOT more people & families.👨‍👩‍👧‍👦 Don't let an opportunity pass you by to learn a bit more about your financial future, with no charge to sit down! (or webinar) Especially at a time like this while most of us are at home.🏠

03/30/2020

https://www.forbes.com/sites/impactpartners/2020/01/20/5-ways-fixed-index-annuities-are-the-swiss-army-knife-of-retirement-planning/

Could your retirement portfolio benefit from a fixed index annuity? Read here for more!

03/30/2020

Ask me questions. If you have your money inside a 401k,IRA, are you paying attention to these downside turns, are you seeing the losses? Let me sit down (via webinar) to help you!

03/25/2020

Hello everyone; as you guys may know, the market has tanked in the past few weeks. As a financial professional, I see the need, the damage being done to individuals portfolios. I am so proud and happy to say that over the past month, I have not recieved 1 text or call from any of my clients that I've helped that are upset or worried that they are losing money in the products and services I have helped them with. If you are losing money right now, if you know others who are seeing losses, please reach out to me!

03/19/2020

20 minutes from our webinar financial seminar!! hop on!
https://zoom.us/j/423538388
meeting ID: 423 538 388

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

03/18/2020

Tonight via webinar my CEO will be speaking on the crisis, as well as a few other executives from our firm. Please send me a message with any questions or for the link. This is an imperative time to learn from an expert about what is going on in the marketplace and to your retirement, and how to help prevent future damage!