Colorado's Premier Ed Slott Master Elite IRA Advisor

Oliver Asset Management + Ed Slott's Master Elite IRA Advisor Group

HELPING AMERICANS KEEP MORE OF THEIR HARD-EARNED MONEY

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.

GO TO THE MASTER ELITE IRA TOOLBOX →

"Taxes will be the single biggest factor that separates people from their retirement goals."

– Ed Slott

Headshot of Ed Slott

Ed Slott, CPA

President & Founder of Ed Slott and Company, LLC

Ed Slott and Company, LLC. America's IRA Experts

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).

What is an Elite IRA Advisor?

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Headshot of Frank E. Oliver, III

Frank E. Oliver, III

President & Founder

Ed Slott Master Elite IRA Advisor

Amazon Best-Selling Author

Link to Ed Slott's Master Elite IRA Advisor Group

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.

COLORADO'S ED SLOTT MASTER ELITE IRA TOOLBOX

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!

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ED SLOTT MASTER ELITE IRA ADVISOR IN COLORADO

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



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