Professional
My mission is to help you create a lifetime of financial security. Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities.
I offer expertise in retirement income planning, estate planning, defensive planning, asset protection, and wealth management. I'm also backed by a team of Northwestern Mutual professionals who specialize in business succession planning, employee and executive benefits planning, and planning or long-term care.
Lending a hand in my community.
Olti takes pride in being a Miami local and enjoys giving back to the community. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
YoungArts Foundation
Currently, Olti is a member of the YoungArts Foundation in Miami. This particular organization plays a vital role in supporting young emerging artist with life-changing experiences and access to significant scholarships, as well as other critical opportunities which help to develop young talent and encourage them to pursue careers in the arts.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
