Oliver Asset Management has expertise with IRAs, Social Security and Retirement Income Planning
Oliver Asset Management is a boutique firm providing customized strategies for retirement income. We strive to keep clients satisfied by utilizing the most-current retirement planning techniques, including: income planning, tax planning, asset protection and legacy planning.
Frank Oliver is a member the nation’s most exclusive group of advisors — Ed Slott’s Master Elite IRA Advisor Group™. To be a member of Ed Slott’s Master Elite IRA Advisor Group™, an advisor must meet the educational requirements and make a commitment to continue their IRA training with Ed Slott and Company. This training involves multiple live sessions as well as on-going instruction throughout the year from Ed Slott and his team of IRA Experts which means that Frank has access to the most up-to-date research on IRA transfers and minimizing tax erosion for his clients and their heirs.
Frank has attained the exclusive “Court of the Table” status of the Million Dollar Round Table. Court of the Table status places Oliver among the top professionals in the life insurance and financial services industry.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional business knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
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You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.
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