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Awards & Recognition

Ed Slott's Master Elite IRA Advisor Group™

About

Frank E. Oliver, III is the President and Founder of Oliver Asset Management, a specialized financial firm dedicated to providing personalized retirement strategies. A passionate advocate for helping individuals with their finances, Frank has worked with hundreds of clients over more than two decades, offering invaluable insights into effective planning procedures with an emphasis on taxes, income, money, and estate planning.

Frank created the proprietary T.I.M.E.™ process — covering Taxes, Income, Money, and Estate planning — which forms the foundation of every client engagement at Oliver Asset Management. He is also a member of one of the most exclusive groups of financial advisors in the country: Ed Slott's Master Elite IRA Advisor Group™. This membership requires meeting rigorous educational requirements and a commitment to ongoing IRA training directly with Ed Slott and his team of IRA experts.

His expertise extends well beyond IRAs. Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, and income planning, enabling him to design truly comprehensive retirement plans. His book, "Your T.I.M.E.™ is Now," serves as a testament to his expertise and unwavering dedication to the field.

Beyond his client base, Frank's influence reaches far and wide. He actively trains and coaches fellow financial advisors across the country, sharing his wealth of experience and knowledge. He maintains both his securities and life insurance licenses, offering a diverse range of investment and insurance options tailored to each client's individual needs.

Areas of Expertise

Retirement PlanningIRA & Tax PlanningIncome PlanningEstate PlanningSocial Security StrategiesMoney Management

Education & Credentials

Securities Licensed

Life Insurance Licensed

Ed Slott Master Elite IRA Advisor

Author of "Your T.I.M.E.™ is Now"

About Oliver Asset Management

Oliver Asset Management is a retirement-focused financial planning firm based in Longmont, CO. The firm's proprietary T.I.M.E.™ process — covering Taxes, Income, Money, and Estate planning — ensures every aspect of a client's financial picture is evaluated and optimised. Advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.

Visit oliverassetmanagement.com

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Important information

GillyReach is not a registered investment adviser and does not provide personalized investment, tax, or legal advice.

We interview every financial adviser we certify to understand the types of clients they serve and how long they have been in practice. We also review each firm's Form ADV and related materials as filed with the SEC to support our effort to include fee-only fiduciary advisers who appear to be in good standing based on those filings.

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