Jim  Oliver

Jim Oliver

| CFP®, CPA, PFS

Financial Life Advisors

(210) 918-8998

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Fee-Only Financial Planner located in San Antonio, TX and serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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17300 Henderson Pass
San Antonio, TX 78232

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jim Oliver is a San Antonio, TX Fee-Only Financial Planner serving San Antonio and all surrounding areas. Financial Life Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jim Oliver is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
With over 30 years of building and running a successful CPA practice, founded Financial Advisor for Life in August 2003, and the firm received state approval as a Registered Investment Advisor later that year. Jim realized his breadth of experience could expand to meet the growing requests for more involvement from his clients, bringing insightful professional financial services to his clients. Jim also received the CERTIFIED FINANCIAL PLANNER(tm) certification in 2003 and the Personal Financial Specialist designation in 2006.

 
Areas of Service:
As the firm’s chairman, Jim focuses
his experience and talents on:

•   Financial, estate and lifetime income planning
•   Investment advisory services
•   Retirement plan evaluation and selection
•   Asset protection and tax reduction strategies
•   Regulatory compliance issues


Business Related Activities:
Jim has actively contributed to his profession and the financial community through activities beyond the typical scope of most financial service professionals.

As the local CBS television affiliate’s morning show business correspondent for nearly 10 years, he provided analysis, commentary and advice on breaking stories affecting viewers.

As the “Money Man” regularly heard on three local radio stations, Jim has delivered commentary and perspective on various business and financial topics, often with a humorous twist. Numerous local and national newspapers, business journals and magazines (including Money, Forbes, Accounting today, Secure and Today’s CPA) have profiled and quoted him.

For three years, he served as technical editor of Today’s CPA, and provided his unique viewpoint commentary in his column “The Closing Entry”.

His service to the San Antonio CPA society has included election as President, Treasurer and Secretary, chair of several committees, and current membership on the PAC committee. He has served on the Board of Directors of the Texas Society of CPAs for over twenty years and as a spokesperson on Society matters. He has also chaired nearly a dozen committees, including the Advanced Estate Planning Conference and the Relations with IRS. He has been on the Texas Society's executive board for the last five years, includiing a year as Treasurer.

Jim is an active member of both the Financial Planning Association and the San Antonio Estate Planning Council.


Personal:
Jim actively participates in church, community and ministry activities. He has served in leadership in Bible Study Fellowship and served in several churches including as a treasurer, deacon and member of various committees. . He chaired the Bexar County Child Welfare Board for two years, which led to the Bexar County Commissioners awarding him the “Hidalgo de San Antonio de Bejar”. As part of his volunteer work, Jim worked on a ten-day water project for a village in the Guatemalan jungles. He now serves on the financial accountability team for Impact Water, which does similar water projects in Honduras. The Texas Society of CPAs has recognized his service with its Distinguished Public Service award.

His hobbies include reading, working out, swimming and traveling with his wife Tavia especially to visit their three daughters and growing number of grandchildren.

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We are a privately-held financial planning practice with no obligation to recommend the services or products of any particular agency, brokerage or financial products distributors . In fact, we don’t sell anything except our advice!

Being independent allows us to evaluate your current situation, assist you with strategies for your particular situation, while simultaneously seeking to provide you with unbiased advice.

We are dedicated to providing you with comprehensive and objective financial advice on a Fee-Only basis, always keeping your best interests above our own.
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