business planning

Business Planning

Income Protection

  • Buy Sell Agreements
  • Key Person Agreements
  • Heart Attack, Stroke & Cancer Coverage
  • Life Insurance
  • Disability

Succession Planning

  • Maximize estate & tax plans
  • Maximize wealth transfers
  • Coordinated estate planning
  • Transfer planning

Investments

  • Ongoing portfolio management
  • Understanding your risk tolerance
  • Access to credible & successful investments

Risk Management

  • Providing for surviving spouse & family
  • Reducing personal risk – loss of income

Cash Flow & Debt Management

  • Line of Credit, Credit Cards & Loan Audit
  • Net Worth Statement

Happy Clients Say

When I think of Janine Oliver the first word that comes to mind is professional. I have had several dealings with Janine and she is always honest; efficient and professional.Isnt that what you would like in a financial advisor? If you leave a message she gets back to you quickly and provides you a quote in a very timely manner.

I have also referred Janine's service and they are happy customers as well.

Janine is also very giving of her time to speak at various groups to help their members get a handle on their finances.

I know if you choose to deal with Janine you will not be disappointed.

- Carolyn Z.