Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Oliver Wealth Management will create the right plan for you. Overall, we analyze your budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, estate planning, long term care planning and distribution strategy depending on what wealth phase you are in.
We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan that you will need to follow in order to give yourself the best chance for success so you can continue to live life the way you want to live.
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Oliver Wealth Management offers Securities through American Wealth, an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through Hayden Royal LLC. American Wealth and Hayden Royal LLC are not affiliated companies. Oliver Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.