Ramp Up to Retirement
Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story
Key Takeaways
- Meet Brent Oliver, learn about his background, and discover his passion for helping families achieve their financial goals
- Why it's beneficial to start planning five to ten years before retirement
- The impact of tax strategies on retirement savings
- How understanding personal values can significantly impact your financial decisions and overall peace of mind
Meet the Guest
Brent Oliver CFP®
Brent Oliver is a Senior Wealth Advisor based in Jackson, Michigan with 11 years of experience in the field.
As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be and what gaps might be preventing them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.
A graduate of Central Michigan University with a Bachelor of Science degree in business administration, Brent earned the CFP® professional designation at Kaplan University. He adheres to the CFP® Boards Professional Code of Ethics and continuing education requirements. He’s also an active member of the Financial Planning Association.
Brent and his wife, Shannon, live in Jackson, Michigan. They have three sons, Easton, Cortland, and Isaac, and one daughter, Isabel. He is the Treasurer for the Western School District Board of Education. Over the years, Brent has served as the Director of Baseball for Western Youth Little League and also volunteered as a coach for numerous youth football, basketball, and baseball teams. Outside of work, he enjoys spending time with family, playing golf, fishing, swimming, and cycling.
Show Notes
Did you know that starting your retirement planning five to ten years in advance could make a substantial difference in your financial stability?
In this episode, Dan Reese sits down with Brent Oliver, Senior Wealth Advisor at Avery Wealth, to dive into the importance of starting retirement planning early, the value of understanding your personal goals, and the impact of a fiduciary relationship. Brent shares his unique path into the industry and underscores the importance of personal values in financial planning. With a rich history of collaboration and a shared passion for helping clients achieve their financial goals, Dan and Brent offer a wealth of insights on the importance of starting your retirement planning early, tax efficiency strategies, and the value of aligning your investments with your personal values.
Tune in to learn about the intricacies of retirement planning and how you can set yourself up for a financially secure future.
Resources
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About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.