- Buy Sell Agreements
- Key Person Agreements
- Heart Attack, Stroke & Cancer Coverage
- Life Insurance
- Maximize estate & tax plans
- Maximize wealth transfers
- Coordinated estate planning
- Transfer planning
- Ongoing portfolio management
- Understanding your risk tolerance
- Access to credible & successful investments
- 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.