Author: foliver

Birthday Surprise

So thankful to be a part of this fun birthday surprise! We love to show our clients how much we appreciate them!

October 8, 2019 Community, Events, News

Under the Sedona Sun

Thank you to everyone who attended our 1st Under the Sedona Sun Client Appreciation Event at Frank & Brittany Oliver’s home. We had a wonderful time celebrating with everyone!

July 10, 2019 Events Tags: , ,

Elite Holiday Party 2017

Thank you to everyone who attended our 12th Annual Holiday Party at the Fox Hill Club. We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

March 7, 2018 Events

Because of your generosity…

Thank you… Last week, we had the pleasure of hosting our annual open house toy drive for the TLC Learning Center.  We feel so fortunate that we have the ability to give back during the holiday season with everyone’s help.  We are always grateful for the generosity of our clients, but this year we have […]

January 5, 2017 Community, Events

Thank You from the Holiday Open House

Oliver Financial Group would like to Thank You! Oliver Financial Group would like to thank you, our generous clients, for bringing so many great gifts for the children of the TLC Learning Center.  “We really appreciate getting together with you and share the season’s good cheer.  It is also an opportunity to help the community.  I heard […]

December 19, 2016 Events

Elite Holiday Party

Thank you to everyone who attended our 11th Annual Holiday Party at the Fox Hill Club. We had a wonderful time and are thankful for each and every client that trusts us with their retirement income. View photos from the party below.

December 19, 2016 Events

2016 IRA End of Year Check List

As we approach the end of the year it is important to make sure you have done all the right things regarding your IRA(s).  Since IRAs are tax deferred and the rules surrounding them are complex, mistakes can cost you a lot in taxes.  That is why I am sharing this check list from Ed Slott […]

December 12, 2016 News, Uncategorized

Oliver Financial Group Congratulates Dan Eliasen on his Successful Retirement!

Dan Eliasen, one of our clients, just retired after serving the community for 31 years working for the Boulder Valley School District.  Oliver Financial Group treated Dan and his family to a VIP Retirement Party.  The Oliver Financial Group limousine picked up Dan and his invited guests and chauffeured them to a restaurant for a delicious meal.   Thomas, […]

November 28, 2016 News

Oliver Financial Group Hosted an Advanced Course for local CPA’s and Attorneys

Oliver Financial Group flew in renown expert, Joe Elsasser, president of Covisum and creator of Social Security Timing® and Tax Clarity™ software, to present an advanced course on Tax Efficient Retirement strategies to reduce taxes and optimize retirement assets. Some strategies discussed included how blending withdrawals from IRA, Roth IRA, Non-Qualified accounts and Social Security […]

November 17, 2016 News

Frank Oliver Participates in the exclusive Arrow Group’s Intensive Training Session in Reno

Held at the Atlantis Casino Resort and Spa, the summit featured intensive training sessions on the next generation of Covisum™ tools and how to add quantifiable value to client lives, ultimately growing The Arrow Group member’s businesses.   Joe Elsasser, president of Covisum and creator of Social Security Timing®, kicked off the event with the […]

November 10, 2016 News
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