There are four key factors that often go overlooked in people’s preparation for the future. Those four elements are: Taxes, Income, Money and Estate, otherwise known as T.I.M.E.™.
Our comprehensive personal finance workshops are designed for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Taxes, Income, Money and Estate (T.I.M.E.™). Upon completion, you’ll have a better understanding of how a customized plan can benefit your retirement years.
Upcoming Events
Join us for an informative, upcoming seminar to learn about your Taxes & Retirement. Stay tuned for future events!
| Date | Time (MST) | Topic | City, State | Location | RSVP |
|---|---|---|---|---|---|
| Wednesday, April 10 | 06:00 - 08:00 p.m. | Tax Planning for Retirement | Fort Collins, CO | C.B. & Potts Restaurant & Taproom | Register Here |
| Thursday, April 11 | 06:00 - 08:00 p.m. | Tax Planning for Retirement | Fort Collins, CO | C.B. & Potts Restaurant & Taproom | Register Here |
MEET FRANK & KYLE
Frank E. Oliver, III | President & Founder
Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly two decades, positions him to have very clear insight into effective planning procedures.
Frank has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.
Kyle Sullivan | Financial Advisor
Kyle began his career in 2013 at Fidelity Investments, assisting clients on everything from investments to IRA's, workplace accounts, and financial education. Kyle spent the next eight years as an investment consultant for financial advisors, helping to educate them on investment products for clients, analyze client portfolios, and provide relevant market commentary. Kyle is often accused of digging too much "into the weeds" but brings that intense attention to detail to clients when building their personalized financial plan, leaving no stone unturned.
A native of Jacksonville, Florida, Kyle moved to Colorado to begin his career in finance in 2013 after graduating from Florida State University with a degree in Finance. In his free time, Kyle enjoys golfing, skiing, watching his favorite sports teams, and exploring hiking trails throughout the Rocky Mountains with his wife, Macy, and dogs Kota and Boo.
Now is the
We pride ourselves on our highly collaborative process and we’re always thinking of ways to enhance your experience. Our hope is you feel confident in our relationship knowing an experienced team is on your side. There’s a unique synergy because of the close relationship you won’t experience with any other firm. That family-feeling environment is just one of the factors that makes us different from the rest.
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.
Oliver Asset Management © 2023