Oliver Asset Management believes a fully comprehensive plan should be much more than asset allocation and brokerage statements.
Our proprietary T.I.M.E. process ensures a complete and thorough planning process. These four key elements—Tax, Income, Money and Estate—help us understand your entire financial picture.
Working With Fiduciaries
When looking for a retirement income professional or a financial advisor, you may hear the term “fiduciary”. What does
this mean, especially as it relates to a financial advisor?
A fiduciary advisor is a financial advisor who has an obligation to make recommendations and financial decisions that are in
a client’s best interest. This also means they can’t make certain decisions or recommendations because it would pay a larger
commission to the advisor. Advisors at Oliver Asset Management are fiduciaries and have a fiduciary duty to provide services consistent with your best interest.
TAXES
Taxes on retirement plans during retirement can pose a big tax burden.
INCOME
Income planning needs to ensure predictable income will be accomplished during retirement.
MONEY
Money management involves crafting a blend of different financial tools to achieve the desired amount of risk-to-reward relationship.
ESTATE
Estate planning should synergize with the overall financial picture—and not be overlooked.
GET YOUR COMPLIMENTARY COPY TODAY!
Download our T.I.M.E. brochure to get more details on our process and what you can expect.
