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Oliver Planning |

Personal financial planning and investment advice. You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence. Life is going 100 miles per hour and you’re trying to keep all the work and family plates spinning. Retirement is within sight, and you have lots of decisions to make.

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CONTACTS AT OLIVERFINANCIALPLANNING.COM

OLIVER FINANCIAL PLANNING

ROBERT OLIVER

202 E. WASHI●●●●●●●●●●●●T, SUITE 303

ANN●●●BOR , MICHIGAN, 48104

UNITED STATES

1.73●●●●0022
RO●@OLIVERPLANNING.COM

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OLIVER FINANCIAL PLANNING

ROBERT OLIVER

202 E. WASHI●●●●●●●●●●●●T, SUITE 303

ANN●●●BOR , MICHIGAN, 48104

UNITED STATES

1.73●●●●0022
RO●@OLIVERPLANNING.COM

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Personal financial planning and investment advice. You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence. Life is going 100 miles per hour and you’re trying to keep all the work and family plates spinning. Retirement is within sight, and you have lots of decisions to make.
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Oliver Planning | | oliverfinancialplanning.com Reviews

https://oliverfinancialplanning.com

Personal financial planning and investment advice. You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence. Life is going 100 miles per hour and you’re trying to keep all the work and family plates spinning. Retirement is within sight, and you have lots of decisions to make.

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Disclosure - Oliver Financial Planning

http://www.oliverfinancialplanning.com/disclosure

PDF) describes how we safeguard any personal information that you may share with us. In short, we do not share your personal information outside of the company unless you give us written permission or we are required by law. Download and read our Investment Adviser Brochure and Supplement. A regulatory document also known as ADV Part 2. We are required to deliver this document to you prior to our first engagement and to offer to send it to you once each year. 202 E Washington Street,. Ann Arbor, MI 48104.

2

About - Oliver Financial Planning

http://www.oliverfinancialplanning.com/about

CERTIFIED FINANCIAL PLANNER professional since 2006. Chartered Financial Analyst charterholder since 2006. Master of Business Administration, Ross School of Business at the University of Michigan, 2002. Bachelor of Arts, Film and Video Studies, University of Michigan, 1994. SafeHouse Center: Board Member (2008-2014) and Board Chair (2013-2014). Center for the Education of Women: Leadership Council Member (2008-2012). Principal, Oliver Financial Planner. Ann Arbor, MI, April 2005 to present.

3

Schedule - Oliver Financial Planning

http://www.oliverfinancialplanning.com/schedule

Let’s talk to see if we are a good fit. Please schedule a free introductory call below. 202 E Washington Street,. Ann Arbor, MI 48104. Thanks for your interest in Oliver Financial Planning. We’re taking a break from bringing on new clients. Feel free to stop by again in a few months or provide your contact information and we will contact you when we reopen to new clients.

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Personal financial planning and investment advice. You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence. Life is going 100 miles per hour and you’re trying to keep all the work and family plates spinning. Retirement is within sight, and you have lots of decisions to make.

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