|
|
|
|
Just about everyone has hopes, dreams, and life goals. These might include buying a home or business, saving for college education for your children and grandchildren, taking an exotic vacation, reducing taxes, and retiring comfortably. Financial planning is the process of thoughtfully managing your resources so that you can achieve your dreams and goals — while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
Managing personal finances is ultimately your responsibility. However, you don’t have to do it alone. Team Oliver can help you make decisions that make the most of your financial resources. Click here to find out more about the financial planning process.
Financial planning can help you
• Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income,
insurance, taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing
financial weaknesses and building on financial strengths
• Put your plan into action and monitor its progress
• Stay on track to meet changing goals, changing personal circumstances, changing
stages of your life, changing products, markets, and tax laws smart financial decisions.
While we would like all of our clients to have a solid financial plan for their future, many times it is the specific life events that trigger most individuals or families to decide that it is time to talk to us about financial planning guidance. These might include:
• Making sure your money will last during retirement or rolling over a retirement plan
• Handling the inheritance of a large sum of money or other unexpected financial windfall
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or a disabled child
• Coping financially with the death of a spouse or close family member
• Funding education
• Buying, selling or passing on a family business
So if you have experienced any of these events in the recent past, or anticipate any in the near future, we strongly urge you to contact us for a complimentary consultation, so we can make sure that your current financial decisions have a positive impact on your long term plan.
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.
|
|
Does your portfolio’s risk level match your needs and goals?
Sign up below for a complimentary professional risk tolerance assessment from us!
|
|
|
