Investment Services

Financial Advisors for Life is a registered investment advisor owned by Jim Oliver CFP^® to provide fee only investment services and financial planning to individuals, partnerships, corporations, retirement plans, trust and tax-exempt organizations.

A sound investment strategy requires knowing your risk tolerance, your current and future tax status and the purpose and time horizon for both investing and using those investments.  Appropriate asset diversification by asset class and a disciplined strategy are keys to achieving your investment goals.

If you would be interested in our investment advisory services, we can set up a no cost, no obligation meeting to discuss that opportunity and the details of how we can work together to achieve your goals.  We have access to a wide array of proven financial products and providers and can educate you on the advantages and disadvantages of those that best fit your situation.