In addition to serving their own clientele, from 2002 to 2007 Mike & Adam were employees in the case planning department of Sigma Financial. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance and hold both the Accredited Investment Fiduciary® and Certified Wealth Strategist® designations.
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 independently, objectively and solely in your best interest.We take pride in providing hourly, as-needed financial planning and advice to people from all walks of life. Whether you need a second opinion on a particular financial decision or would like professional guidance in reaching all of your financial goals, we are here to help.Call us or book on-line today to schedule a meeting. Our Get Acquainted Meetings are complimentary and the first step in getting to know you and finding out how we can best meet your financial planning needs.
