financial planning, financial advice, san antonio

financial planning, financial advice, san antonio

financial planning, tax planning, san antonio

         Fees & Disclosures

         Pre-Consultation Worksheet

         Sample Financial
         Planning Engagement


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         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

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         Death of a Spouse

         Inherited or Sudden Wealth

         Sale of Business

         Second Marriages

         Transition to Retirement
First Name:
Last Name:
Email Address:
Phone:
Age:
 
financial planning, financial advice, san antonio

investment advisor, financial advisor, san antonio

Although we currently do not have any specific positions open, we are always looking for motivated people to join our team. Please submit your resume so that we may have it on file in the event a position with your experience and qualifications becomes available. We offer the following benefits:

Benefits
•   Choice of Humana Health Group PPO or HDHP/HSA Eligible Plan
•   Paid Holidays
•   Paid Time Off
•   401K and Profit Sharing
•   Seminars & Continuing Education (as agreed upon) paid by Firm
•   Payment for remote access software to access your desktop from home
    or other locations


SEND US YOUR RESUME

First Name:
Last Name:
Email Address:
Phone:
Position you are applying to:
Upload Resume:


Browse your hard drive to find the file to attach, then when the form is submitted, your file will be attached.



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.

financial planning, financial advice, san antonio

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