Comprehensive Financial Planning With Your Investment Policy Statement We sit down with you to discuss your financial situation in depth. Then, we manage your assets using your personalized Investment Policy Statement that ensures a consistent allocation. This allows you to reduce risk, ensure diversification, and keep your portfolio aligned with your goals. Professional Portfolio Management and Resource Allocation We can help you invest in an extremely conservative fixed-income strategy to an opportunistic wealth creation strategy- all custom-created with an understanding of your preferences. Retirement Planning You need consistent income and capital protection today, and for retirement. You may live 30 or 40 years after the conclusion of your career. Together, we help you devise a budget for life during retirement and a plan appropriate for your specific lifestyle in order for you to retire comfortably. Estate and Tax Planning While you can’t take it with you, the wealth you’ve built will have a destination. The IRS- the probate court? - if you devise a thoughtful estate plan. You may plan to transfer some of your wealth for social purpose, or you may wish to focus on creating the best possible legacy for your children and grandchildren.
The Olivier Group can work collaboratively with your family and its trusted business and legal advisors to help you retain wealth and keep greater portions of your assets from draining away to the government. It can arrange for the harmonious transfer of personal wealth and business assets, acting as the "coach" to supervise and refine the process. Life Insurance and Long-term Care Planning In theory, no one should have to pay a penny for long term care. In fact, many families pay $50,000 a year or more for qualified nursing home care.
Should you or your relatives need LTC planning, The Olivier Group can help you structure your wealth so you won’t have to spend down an estate. Through its network of advisors, it can also help you explore different types of in-home care and assisted living facilities. As these diagnoses also affect estate plans, Chad and his network of advisors can give your family an overview of the financial changes that may need to occur. Financial Quarterbacking We act as the intermediary between all of your financial professionals, CPAs, and attorneys to ensure your financial plan is carried out through each facet. Like a coach, Chad can direct and coordinate the effort of your "team" of specialists. Additional Services * Educational savings and planning
* Trust Planning
* Quarterly newsletters that discuss current financial issues and company updates
* Invitations to educational workshops and client events
* Portfolio reviews with recommendations
* Periodic market updates that discuss the broad financial market and trends
* Timely answers to clients’ financial questions
* Assistance from highly skilled staff members
* Online account view services
Services/Products
General InfoComprehensive Financial Planning With Your Investment Policy Statement We sit down with you to discuss your financial situation in depth. Then, we manage your assets using your personalized Investment Policy Statement that ensures a consistent allocation. This allows you to reduce risk, ensure diversification, and keep your portfolio aligned with your goals. Professional Portfolio Management and Resource Allocation We can help you invest in an extremely conservative fixed-income strategy to an opportunistic wealth creation strategy- all custom-created with an understanding of your preferences. Retirement Planning You need consistent income and capital protection today, and for retirement. You may live 30 or 40 years after the conclusion of your career. Together, we help you devise a budget for life during retirement and a plan appropriate for your specific lifestyle in order for you to retire comfortably. Estate and Tax Planning While you can&rsquot take it with you, the wealth you&rsquove built will have a destination. The IRS- the probate court? - if you devise a thoughtful estate plan. You may plan to transfer some of your wealth for social purpose, or you may wish to focus on creating the best possible legacy for your children and grandchildren.
The Olivier Group can work collaboratively with your family and its trusted business and legal advisors to help you retain wealth and keep greater portions of your assets from draining away to the government. It can arrange for the harmonious transfer of personal wealth and business assets, acting as the "coach" to supervise and refine the process. Life Insurance and Long-term Care Planning In theory, no one should have to pay a penny for long term care. In fact, many families pay $50,000 a year or more for qualified nursing home care.
Should you or your relatives need LTC planning, The Olivier Group can help you structure your wealth so you won&rsquot have to spend down an estate. Through its network of advisors, it can also help you explore different types of in-home care and assisted living facilities. As these diagnoses also affect estate plans, Chad and his network of advisors can give your family an overview of the financial changes that may need to occur. Financial Quarterbacking We act as the intermediary between all of your financial professionals, CPAs, and attorneys to ensure your financial plan is carried out through each facet. Like a coach, Chad can direct and coordinate the effort of your "team" of specialists. Additional,Educational savings and planning,Trust Planning,Quarterly newsletters that discuss current financial issues and company updates,Invitations to educational workshops and client events,Portfolio reviews with recommendations,Periodic market updates that discuss the broad financial market and trends,Timely answers to clients&rsquo financial questions,Assistance from highly skilled staff members,Online account view services,Comprehensive Financial Planning With Your Investment Policy Statement We sit down with you to discuss your financial situation in depth. Then, we manage your assets using your personalized Investment Policy Statement that ensures a consistent allocation. This allows you to reduce risk, ensure diversification, and keep your portfolio aligned with your goals. Professional Portfolio Management and Resource Allocation We can help you invest in an extremely conservative fixed-income strategy to an opportunistic wealth creation strategy- all custom-created with an understanding of your preferences. Retirement Planning You need consistent income and capital protection today, and for retirement. You may live 30 or 40 years after the conclusion of your career. Together, we help you devise a budget for life during retirement and a plan appropriate for your specific lifestyle in order for you to retire comfortably. Estate and Tax Planning While you can&rsquot take it with you, the wealth you&rsquove built will have