Thanks for joining us for the first episode of The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show.
To get things kicked off, we wanted to take a little time telling you more about who we are and provide some background on Oliver Asset Management. We’ve been around the Colorado area all of our life, so we’ll tell you why it’s special to us and what you might find us doing away from the office.
Plus, we’ll give you a preview of what we hope you’ll learn from each show and who will get the most out of the conversations we have with Frank. Please subscribe to the show if you like what you hear and stay tuned for more from The T.I.M.E Blueprint.
Here are some of the highlights from this episode:
0:00 – Intro
1:05 – Frank’s background
3:00 – How the business has evolved
4:13 – What being a financial advisor means
9:00 – What we like most about Colorado
12:33 – Frank’s passion for flying
13:39 – What we hope you learn from the show
16:03 – Frank’s favorite TV show growing up
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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.
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