Fiduciary. Fee-Only. Flat Fee.
If you are looking for independent and objective financial planning and advice, you have come to the right place.
At Oliver Financial Planning, located in Ann Arbor, Michigan, we believe that financial advice is best given in an environment free from conflicts of interest. As Fee-Only financial planners, we do not sell products such as mutual funds or insurance or accept commissions from the sales of those products, nor do we require account minimums. This philosophy allows us to work solely in your best interest.
You pay us a flat monthly fee for ongoing advice and financial planning. It’s that simple. See our program description and fee guidelines here.