COMPLIANCE DISCLOSURE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rob Oliver, Principal, Oliver Financial Planning, LLC, and his editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any member of Oliver Financial Planning, LLC. Fee-only financial planning and investment advisory services are offered through Oliver Financial Planning, LLC, a registered investment advisory firm. The presence of this Web site in the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other that the state(s) in which Oliver Financial Planning is licensed.
COPYRIGHT NOTICE
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text, articles and Oliver Financial Planning’s logos: © 2005 Oliver Financial Planning, LLC. Rob Oliver, Principal. Certain text, articles and GPN logos: ©2000 The Garret Planning Network, Inc., Sheryl Garrett Principal. “Building Brighter Financial Futures” and “Financial Planning and Advice for Everyday Life” and “Hourly, As-Needed Financial Planning and Advice for Everyday Life … The New Choice for Smart Consumers” are GPN-trademarked slogansTM.
Disclosure Brochure
Download and read our Disclosure Brochure, which is a regulatory document also known as ADV Part II and Schedule F. 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.