
Olivier Marcelin
Vice President
5544 Greenwich Road, Suite 303
New York, NY 23462
786.333.9612
olivier.marcelin@ffgadvisors.com![]()
My goal as a Financial Professional is to help professionals protect their families, investments, and businesses through risk management. According to the census bureau, 75% of individuals who retire don’t have the income to maintain their lifestyle.
This is where I come in. My purpose is to assist individuals in acquiring and managing wealth through years of working income, as well as retain and spend down their wealth through their retirement years.
My specialties include developing strategies designed to help professionals and individuals accomplish their short term, intermediate, and/or long term goals.
My resume includes working with business owners, nurses, entrepreneurs and more to facilitate and aid
them in developing appropriate succession planning for their businesses and finances.
Helping Business Owners Efficiently Monetize Their Greatest Asset
AREAS OF FOCUS:
A HOLISTIC APPROACH TO BUSINESS PLANNING
Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.
A Protection First Philosophy
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Do you have an Exit Strategy?
Selling or transferring your business can be the biggest financial event of your lifetime.
Medical Professionals
I specialize in helping doctors of all stages of their careers get where they want to go. I understand your career path, struggles, and opportunities that you face along that road from a resident to retirement.
Whether you are looking for strategies to pay down debt, save for retirement, protect your income and family with insurance, or start your own practice, schedule a complimentary consultation to see how we can be of value.
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
FINANCIAL VIDEO LIBRARY
Behavioral Finance
The Latte Lie and Other Myths
Coaches
Interactive Tools & Resources
A Cheat Sheet for Sending Your Kid to College
The Half Million Dollar Baby
Potential Income from an IRA
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
CRN202605-4341013