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