Robert Oliver (CFA, CFP®, MBA)
Robert Oliver focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Oliver Financial Planning provides ongoing financial planning and investment advice to a limited number of clients for a flat monthly fee based on net worth. We are located in Ann Arbor, Michigan.
Please visit www.oliverplanning.com for more information.
NAPFA Start Date
October 30, 2006