Frank Oliver is a member of Ed Slott’s Master Elite IRA Advisor Group and is dedicated to helping diligent savers enter the second half of retirement with a plan to help avoid tax and distribution planning risks that can wipe away the sacrifice and hard-earned money made during their working years.
Frank attends regular trainings and conferences to stay up to date on the changing tax laws and evolving strategies to best help Colorado retirees avoid potential tax hikes and help reduce their tax bills in retirement.
Utilize Oliver Wealth Management's Exclusive Ed Slott Master Elite IRA Toolbox for tools, strategies and resources to help you develop your IRA and retirement tax minimization strategy.
"Taxes will be the single biggest factor that separates people from their retirement goals."
– Ed Slott
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”.
As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg.
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020).
Frank, a passionate advocate for helping individuals with their finances, established a specialized financial firm dedicated to providing personalized retirement strategies. With a wealth of experience, extensive education, awards, and the accolade of being an Amazon Best Selling Author for his book on financial planning, Frank possesses a unique advantage in the industry. Having worked with hundreds of clients over more than two decades, he offers invaluable insights into effective planning procedures, with an emphasis on taxes, income, money and estate planning.
In addition to creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of top financial advisors in the country: Ed Slott’s Master Elite IRA Advisor Group. His expertise extends beyond IRAs; Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, income planning, and so much more that enables him to design the most comprehensive retirement plans for his clients. His book, "Your T.I.M.E.™ is Now," serves as a testament to his expertise and unwavering dedication to the field.
Beyond his client base, Frank's influence reaches far and wide. He actively trains and coaches fellow financial advisors across the country, sharing his wealth of experience and knowledge from his best-selling book. By assisting fellow advisors, Frank strives to improve the efficiency and effectiveness of their service to clients.
Maintaining both his securities and life insurance licenses, Frank offers a diverse range of investment and insurance options to cater to his clients' needs. His comprehensive expertise, demonstrated through his best-selling book and his successful track record, enables him to develop customized and highly effective financial strategies for each individual client.
We’re passionate about helping you prepare for your financial future. Go to our Exclusive Master Elite IRA Toolbox to get all the tools and resources you need to get started building your retirement tax minimization strategy!
Oliver Asset Management is located in Longmont, CO, but we provide Ed Slott Master Elite IRA strategies to the entire Denver, CO metro and surrounding areas. We also work with retirees virtually throughout the entire state of Colorado including the following cities:
Hygiene
Lyons
Estes Park
Firestone
Fort Collins
Eaton
Greeley
Erie
Lafayette
Louisville
Superior
Johnstown
Berthoud
Windsor
Fort Lupton
Brighton
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Oliver Asset Management. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.
Oliver Asset Management © 2023