|
|
|
FINANCIAL PLANNING
Just about everyone has hopes, dreams, and life
goals. These might include buying a home or
business, saving for college education for your
children and grandchildren, taking an exotic
vacation, reducing taxes, and retiring
comfortably. Financial planning is the process
of thoughtfully managing your resources so that
you can achieve your dreams and goals — while
at the same time helping you negotiate the
financial barriers that inevitably arise in every
stage of life.
Managing personal finances is ultimately your
responsibility. However, you don’t have to do it
alone. Team Oliver can help you make decisions
that make the most of your financial resources.
| |
| Click here to find out more about how Team Oliver implements the financial planning process.
Financial planning can help you
• Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance,
taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing financial
weaknesses and building on financial strengths
• Put your plan into action and monitor its progress
• Stay on track to meet changing goals, changing personal circumstances, changing stages of
your life, changing products, markets, and tax laws smart financial decisions.
Events that might prompt you to seek the services of a planner
While we would like all of our clients to have a solid financial plan for their future, many times it is the specific
life events that trigger most individuals or families to decide that it is time to talk to us about financial planning
guidance. These might include:
• Making sure your money will last during retirement or rolling over a retirement plan
• Handling the inheritance of a large sum of money or other unexpected financial windfall
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or a disabled child
• Coping financially with the death of a spouse or close family member
• Funding education
• Buying, selling or passing on a family business
So if you have experienced any of these events in the recent past, or anticipate any in the near future, we
strongly urge you to contact us for a complimentary consultation, so we can make sure that your current
financial decisions have a positive impact on your long term plan.
| |
|
Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
| |
|
|
Sign up here to schedule a
COMPLIMENTARY
consultation with a member
of Team Oliver.
Please bring a copy of last
year's income tax return.
|
|
