financial planner, financial planning, san antonio

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financial planning, financial advice, san antonio

Fees & Disclosures

         Pre-Consultation Worksheet

         Sample Financia l
       Planning Engagement

   401 (k) or 403(b) Review

   Annuities/CDs Review

       Asset Protection

   Charitable Planning

     College Funding/529 Plans

   Debt Reduction Strategies

       Estate Planning

         Family Limited Partnerships

   Financial Planning

   Insurance Advisory

   Investment Advisory

   Private Foundation

   Retirement Planning

       Social Security

       Death of a Spouse

       Inherited or Sudden Wealth

       Sale of Business

       Second Marriages

       Transition to Retirement

FAQ's

What should I bring to the first consultation meeting?

What can I expect at the first consultation meeting?

What is a CERTIFIED FINANCIAL PLANNERTM practitioner?

Arenâ€™t financial planners regulated?

How should I start looking for a planner?

How do I choose the right financial planner for me?

What information should I ask for?

How do financial planners charge?

How does Financial Life Advisors charge for services?

Why is Financial Life Advisors only accepting new clients on a fee-only basis?

What is the difference between a Registered Representative of a Broker/Dealer and a Registered Investment Advisor?

What is a fiduciary?

How often do you meet with clients?

What is the relationship between the CPA firm Jim Oliver & Associates, P.C. and Financial Life Advisors?

Do you need the services of a financial planner?

The content for this question provided by Financial Planning Association®
www.FPAforFinancialPlanning.org

This firm is not a CPA firm.

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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