MALVERN, PA, May 24, 2016 – OneSource Retirement Advisors announced that Jim Olsen has joined the firm as Chief Investment Officer, responsible for the OneSource’s investment process and advising emerging-affluent clients on a range of retirement issues, including the construction of portfolios to support lifetime income.
"Jim Olsen brings extensive experience in helping to design portfolios for clients approaching retirement," said John O’Brien, President of . . .
A personalized comprehensive plan that transitions you smoothly into retirement!
Release Date: 5/9/16
Everyone starts the journey into retirement at different times, for different reasons. OneSource Retirement Advisors offers a unique, multi-disciplinary approach to retirement transition. We are the experts in investment management, tax planning, and estate counseling, going beyond traditional financial boundaries to ensure peace of mind in retirement.
There is a myriad of retirement considerations: planning how to pay yourself, social security changes, . . .