financial planning, life insurance, 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

The information provided on this web site is provided for informational purposes only and should not be used as a substitute for professional investment advice. While all information on this web site is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. The tools and calculators accessible on or from this web site are provided by third parties solely for your convenience and we do not guarantee their proper operation or the accuracy of the information resulting from their use and disclaim all warranties, both express and implied, regarding their operation and use and from the information resulting from there.

Financial Life Advisors Client Sites

Check current account balances and view other information about current investments

financial planning, life insurance, san antonio

Check current account balances and view other information about current investments

Financial Planning Software

Jim Oliver & Associates, P.C.
Tax Organizer
Secure Document Client Portal
QuickBooks for Clients

IRS & Tax info
IRS Web Site
Annual Contribution Limits

Social Security & Medicare
Investments & Currency
Currency Converter - XE
Historical Securities Prices - MarketWatch
U.S. Savings Bonds Online

Insurance Quotes (Instant & Online)
Term Life Insurance - IntelliQuote
Term Life Insurance - QuickQuote
Disability Insurance - Instant Disability Insurance Quote
Immediate Annuity – Vanguard Lifetime Income Program ®
Long Term Care - Long-Term Care Quote

Insurance Information
Texas Department of Insurance
       Life Insurance
       Small Group Health Insurance
       Long-Term Care
       Homeowners
       Automobile
       Agent Lookup
Texas Health Insurance Risk Pool – (for the un-insurable)

FAFSA On The Web - U.S. Department of Education

Homeowner Sites
Check Home Value – RealEstate.com
Check Home Value – Zillow.com
Bexar County Appraisal District
Texas Appraisal Districts

Industry Resources and Information
CERTIFIED FINANCIAL PLANNER TM or CFP ®
Maintained by the Certified Financial Planner Board of Standards, Inc.

Financial Planning Association
Financial Planning Association of San Antonio & South Texas

National Association of Estate Planners & Councils
San Antonio Estate Planning Council

Securities Regulation
US Securities and Exchange Commission
SEC – Registered Investment Advisor Search
Financial Industry Regulatory Authority (FINRA)
FINRA BrokerCheck ®

Free Credit Report Services
AnnualCreditReport.com - Free Annual Credit Reports
Credit Karma - Free Credit Score

Business Credit Reports
Business Credit Reports and Credit Applications

Section 1031 Exchanges
Tax Deferred Exchange

Wage and Hour Laws
State of Texas
www.window.state.tx.us/up/ - Unclaimed property in Texas
www.window.state.tx.us - Texas Comptroller of Public Accounts
www.sos.state.tx.us -Texas Secretary of the State
www.twc.state.tx.us - Texas Workforce Commission
www.trs.state.tx.us – Texas Teacher Retirement System

San Antonio Info
San Antonio Express News
San Antonio Business Journal
TransGuide Current Traffic Conditions Map

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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