Our Qualifications

Doug Oliver is an experienced financial educator and specializes
in financial, retirement and investment planning. He has assisted
hundreds of people on an on-going basis for almost twenty
years. Mr. Oliver has advised people from employers such as
SBC Communications, IBM, Chevron, OSU, OPUBCO, and OG&E,
as well as many individuals and small business owners. Doug
has developed a specialty in working with retirees and those
about to retire who want to protect their principal and ensure
that their money lasts. His advice focuses on helping pre-retirees
and retirees avoid the most common financial mistakes. Mr.
Oliver is a graduate of Oklahoma State University, a Certified
Financial Planner, a Chartered Retirement Plans Specialist and an
Investment Advisor Representative. These degrees and
certifications have required extensive study and numerous rigorous
exams. Doug lives with his wife Karen, an accountant, and two
college-aged children in northwest Oklahoma City.