Retirement Planning & Funding
Retirement is a new phase in life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future. Our approach is personalized and thorough. We’ll conduct an analysis of your current financial position and talk extensively with you about your goals. Then we’ll explore your options and offer recommendations for establishing a solid financial plan, including your investments and a plan for distributions. We’ll cover healthcare concerns and establish contingency plans for a surviving spouse, so that this transition is made in the most efficient and worry-free manner.
Our goal is to help you find the financial freedom to pursue your interests, so you can enjoy the retirement lifestyle you want.
Contact Oliver Wealth Management
Oliver Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through Great Lakes Atlantic. International Assets Advisory, LLC and Great Lakes Atlantic 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.