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Birthday Surprise

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

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!

Elite Holiday Party 2018

Thank you to everyone who attended our 13th Annual Holiday Party at Frank & Brittany Oliver’s home.We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

Women, Wine & Wealth Event Fall 2018

Oliver Asset Management hosted our very first Women and Wealth Event at the Sweet Heart Winery this November! The ladies were able to get a glass of wine and a plate of delicious hors d’oeuvres while they listened to Frank’s presentation on retirement planning. After the presentation, everyone was able to mingle and chat over […]

Annual Holiday Open House 2018

We had a wonderful time celebrating with our clients at our Annual Holiday Open House! Thank you to everyone who donated gifts for the TLC Learning Center! Happy Holidays!   

A wonderful time at the Ince Wedding

It brings great joy to us to help make someone’s day super extraordinary. We love to make our clients feel special and make every effort to show them how much we appreciate them as clients and friends! Congratulations!!!    

News

  • All
  • Community
  • Events
  • Frank's Financial Tips
  • News

Birthday Surprise

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

A wonderful time at the Ince Wedding

It brings great joy to us to help make someone’s day super extraordinary. We love to make our clients feel special and make every effort to show them how much we appreciate them as clients and friends! Congratulations!!!    

Gen X: Your Retirement Catch-Up Plan

Are you a member of Generation X? Generally defined as individuals born between the mid-1960s and early 1980s, Generation Xers today are in their 40s and 50s. They still have time to save for retirement, but it’s quickly approaching on the horizon. Generation X has faced a number of challenges, including the financial crash of […]

Boulder County Fair Parade 2018

Celebrating our clients and veterans at the Boulder County Fair Parade!  

3 Questions to Ask Yourself Before You Purchase Long-Term Care Insurance

According to the U.S. Department of Health and Human Services, today’s 65-year-olds have a 70 percent likelihood of needing long-term care at some point in their lives.1 That means long-term care will be a reality for many retirees. Long-term care is extended assistance with basic daily functions such as bathing, mobility and eating. It’s often […]

The ABCs of Medicare

Getting ready to retire? If so, you have some big decisions ahead of you, such as when to file for Social Security and how to manage your investment strategy. Perhaps one of your biggest decisions is when to enroll in Medicare and what type of coverage to select. In its original form, Medicare only covered […]