Registered Investment Adviser
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You probably have more wealth than you know, and it needs management.
Whether you have $50,000 or $50,000,000, Financial Life Advisors will seek to help you determine the best, most effective course of action to protect it, grow it, or both. In order to provide comprehensive and coordinated wealth management, we work collaboratively with Jim Oliver and Associates. Both companies were founded and are managed by Jim Oliver. When Team Oliver is referenced, the services listed could include either company (or most likely both) in providing wealth management services.
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ASSET PROTECTION
Asset protection planning involves evaluating
and applying a lawful series of techniques
that protect your assets from claims of future
creditors. The techniques are designed to
deter potential creditors from going after
specific assets—and frustrating creditors
should they try— Read more.
401(k) OR 403(b) REVIEW
Team Oliver now offers a 401(k)
Portfolio Review service for clients
designed for investors who have a
menu of fund choices and would
like some investment advice or
reassurance. Read more.
SOCIAL SECURITY
Almost everyone will receive Social
Security benefits during their lifetimes.
Social Security does more than provide
a supplemental retirement income.
Read more.
Individual investors each have their
own diverse investment strategy,
yet all investors share the primary
goal of achieving superior investment
performance. Read more.
INSURANCE REVIEW
• Property & Casualty
• Disability / Life
• Health
• Long Term Care
• Liability
Read more
FAMILY LIMITED PARTNERSHIP
A Family Limited Partnership (FLP) is the
same as a traditional business limited
partnership, except is structured to manage
and hold assets of a family. Read more.
CHARITABLE PLANNING
For more than two centuries,
Americans have been dedicating
their resources to help better others.
Today, contributions are more than
$250 billion each year. Many start
giving because of tax benefits
but then discover the personal
satisfaction which only philanthropy
can provide. Read more.
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DEBT REDUCTION STRATEGIES
Getting into debt these days has become
very easy. At Team Oliver, we’ll work with
you to assess your debt and help you plan
and implement a strategy to bring it
back to a manageable level. There
are several strategies for getting
out of debt. Read more.
ANNUITIES/CDs REVIEW
Annuities and CDs serve many useful
purposes, but it is good practice to review
your annuity and CD investments
periodically to make sure they are still
serving their intended purpose. Read more.
COLLEGE FUNDING/529 PLANS
College savings plans allow individuals to
contribute to an account to pay a
beneficiary’s qualified higher education
expenses, such as tuition, fees, books,
supplies, and room and board.Read more.
FINANCIAL PLANNING
Financial planning is the process of
thoughtfully managing your resources
so that you can achieve your dreams
and goals. Read more.
RETIREMENT PLANNING
Today, every American must assume
responsibility for developing a personal
retirement plan. So for most of us,
retirement is something we must actively
plan for and save towards.
Read more.
ESTATE PLANNING
This planning area requires a special
sensitivity to the dynamics of your
family, finances, business, lifestyle,
and goals. We routinely visit with you
to help identify and clarify your goals and
explain strategies. Read more.
PRIVATE FOUNDATION
Private foundations are generally
founded by an individual, a family
or a group of individuals, and are
organized either as a nonprofit
corporation or as a charitable trust.
You can appoint yourself, as well as
other family members or friends, to sit
on the foundation’s governing board.
Read more.
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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.
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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.
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