OLYMPIA INVESTMENT MANAGEMENT

In his role as financial advisor, Lance brings to the table thirty years of full time, hands on financial practice, for individuals and the largest of industrial corporations. Lance wakes up in the morning thinking about how politics will affect markets and how markets will affect clients. Research of past performance gives a financial advisor only a basic idea, Lance tries to see out to the horizon of what is knowable for his financial advisor clients. (Please see Mission Statement on page 2... Financial planning is central to the investment process. Lance builds up plans for clients that are customized, detailed, understandable and most importantly, "own able."... Olympia Investment Management does rollovers for retiring clients, as well as, State deferred compensation, TIAA/CREF, and 403 (b) plans. These are monumental decisions for many clients, as rollovers are generally done within the context of a larger overall financial planning strategy. Lance does this for his clients and..

Primary location: United States