November 1, 2023
2023 Q4 Newsletter
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In the News |
40 Mins
Mastering Financial Planning and Exit Strategies with Chad Olivier
Video by Chad Olivier, CFP®, CEPA, CEO, CERTIFIED FINANCIAL PLANNER™
Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and cert …
In the News |
22 Mins
Financial Growth and Legacy Building: Strategies for Success
Video by Chad Olivier, CFP®, CEPA, CEO, CERTIFIED FINANCIAL PLANNER™
What does financial planning and wealth management look like in the modern era? In this episode, Adam Torres and Chad Olivier, CEO and Founder at Olivier Group, explore financial planning and wealth management.
In the News |
Estimated reading time: 1 min
Kerry Speaks with Chad Olivier
Article by Chad Olivier, CFP®, CEPA, CEO, CERTIFIED FINANCIAL PLANNER™
Chad Olivier, CFP(R) on Kerry Lutz’s Financial Survival Network Podcast. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera does not offer any direct investments, endorsement, or advice a …
In the News |
Estimated reading time: 1 min
June 2024
Article by Olivier Group
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
In the News |
Estimated reading time: 2 min
Chad Olivier: Best-In-State Ranking
Article by Olivier Group
Our CEO and Wealth Advisor Chad Olivier, CFP®, CEPA was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Louisiana – a prestigious distinction reserved for those advisors who have a solid history and who lead the way in providing high-quality experiences for clients.
In the News |
Estimated reading time: 1 min
2023 Q4 Newsletter
Article by Olivier Group
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
In the News |
Estimated reading time: 1 min
2023 Q2 Newsletter
Article by Olivier Group
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
In the News |
Estimated reading time: 1 min
March 2023 Newsletter
Article by Olivier Group
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
In the News |
Estimated reading time: 1 min
COVID’s Financial Toll Isn’t What You Think
Article by Carson
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
In the News |
Estimated reading time: 1 min
Emerging Financially Healthy After a Gray Divorce
Article by Carson
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.