Committed to helping you do it right
Our unique asset harvesting strategies help you better control your retirement cash flow, so you can relax and enjoy life.
Retirement looks different today than it did thirty years ago. It might mean putting your feet up and relaxing more, or it might mean simply switching gears and enjoying new pursuits.
Whatever it means to you, Oliver Wealth Management is committed to helping you do it right. We want to help you make sure your money will be there for you, so you can do what you love.
Our approach to retirement planning and funding is personalized and thorough. Here’s what to expect:
- We’ll get to know you, your goals and your current financial position.
- We’ll analyze your current financial position.
- We’ll explore your options and offer recommendations for establishing a solid financial plan, including your investments and cash flow.
- We’ll cover healthcare concerns and establish contingency plans for a surviving spouse so that this transition is made in the most efficient and worry-free manner.
Harvesting Strategies
Once you’re nearing retirement, we’ll focus on developing a smart harvesting strategy to help your money last longer. That involves prioritizing where you take money from, so you continue “selling high” and “buying low” whenever possible. We’ll also plan so that the strategy maximizes tax benefits, to further help your money stretch farther.
Once the plan is in place, you’ll have our online platform to easily see where you are at all times.
Frequent Check-Ups
Your life will change frequently, so your plan will need to be adjusted too. That’s why we have an open meeting policy. Whether that’s face-to-face, over the phone, or virtually, you can schedule a meeting with us at any time. Of course we schedule review meetings on a regular basis and you can choose how much or how little you would like to meet.
