Oliver Financial Planning offers financial planning and investment advisory services to individuals and families. Services are provided on an ongoing basis through a monthly fee or occasionally on an hourly basis. Oliver provides advice on retirement planning, college savings, cash flow and debt management, work benefits, estate and incapacity planning, and insurance. Oliver does not make trades on your behalf.
Fee Structure
Oliver Financial Planning provides investment advice to help you determine the appropriate asset allocation and specific investments for your portfolio. Oliver provides specific instructions on how to reallocate your investment accounts but does not make trades on your behalf. Oliver does not monitor your accounts between rebalancing periods, have authority to make trades without asking first, or have custody of your assets.