Oliver Financial Planning
Oliver Financial Planning (OFP) provides hourly, as-needed financial planning and advice on a Fee-Only basis.
Services are as follows:
Whether you would like to save for your child’s education, figure out when you can retire, or plan for a specific purchase, we’ll work with you to understand what you’re trying to accomplish, determine what it will cost, and identify strategies for funding your goal.
Would you like the peace of mind of knowing that you are on track to live comfortably today and reach all of your financial goals? We provide comprehensive financial planning services that take a holistic approach to your financial goals and well-being. We will provide you with professional recommendations on all of your relevant financial matters.
Ongoing financial advice and coaching
Our services include ongoing advice and coaching for Financial Planning Program clients in between our annual meetings. We are dedicated to empowering you to make smart financial decisions now and in the future.
Once you have worked with us, we recommend annual checkup meetings to make sure that you stay on track. Your financial plan is customized to your situation for a given snapshot in time and is a great tool for getting you launched in the right direction. However, chances are your situation will change over time due to shifting goals or new life circumstances. Even if your situation stays the same, the economic, legal, and tax environments around you are constantly changing. Your financial plan should keep pace.
The following are some of the solutions that we provide for you based on your specific circumstances and goals:
· Retirement planning
· Investment portfolio review
· Asset allocation advice
· Personal spending analysis
· Family planning
· College education funding
· Lump sum distribution advice
· Risk assessment and insurance needs analysis
· Estate planning review
Get started today with a Get Acquainted Meeting
We offer a complimentary, no-obligation Get Acquainted Meeting to discuss your current financial situation, goals, and objectives. This meeting is an opportunity for us to exchange information and for you to get a better sense of whether we are the right financial planning firm for you. Call us today at 734-926-0022 to schedule your complimentary Get Acquainted Meeting.
Sustainable Business Practices
Oliver Financial Planning is as committed to recycling and waste reduction as it is to responsible and non-discriminatory business practices. In addition to reusing and recycling standard office materials, such as paper and folders, he makes an effort to close the recycling loop by buying paper, envelopes, folders and business cards made from recycled material. OFP conducts business through e-mail and electronic documents as much as possible and puts his computer on sleep mode to save energy when he is away from his desk.