November 2006

This month's guest speaker...

Chuck Oliver,
Wealth Creation Strategist
CRMS, RMA

The Chuck Oliver Team has created a unique niche in the market place as nationally known Wealth Creation Strategists. The Chuck Oliver Team has been advising clients on wealth creation through the proper way to manage assets and liabilities in the context of a sound financial plan, providing safety, liquidity, and rate of return.

The Chuck Oliver Team since 1995 has built an excellent reputation among clients and advisors. Chuck and his Team use their extensive knowledge of total balance sheet management with regards to both asset and liability management planning to customize the needs for their clients' financial future.

Accomplishments include:

• Graduate of Capital University, working as a wealth strategist in the planning industry since 1992
• Nationally known top producer
• Speaker and trainer for nationally known insurance companies and top industry producers.
• Co-Authoring the book Missed Practices with best selling author Douglas Andre

"Chuck Oliver has implemented equity wealth building concepts and strategies into a unique debt and equity advisory practice. He exemplifies what a true financial management specialist should aspire to become. Chuck really helps his asset advisor partners and their clients learn and grow to a higher level of financial prosperity."
- Douglas Andrew, Salt Lake City, UT
Author, Missed Fortune & Missed Fortune 101

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