Plant
The final step in OLV’s Plant, Grow, Harvest process is about enjoying the rewards of your hard work and enjoying the potential fruits of your careful planning. Whether you’re entering retirement or celebrating milestones along the way, we’re here to help you make the most of your harvest season.
Retirement is often seen as the ultimate harvest season, but it’s not the only one. Throughout life, there are many opportunities to enjoy the fruits of your labor, from purchasing a second home or taking that dream vacation to giving back to causes you care about. At OLV, we tailor your financial strategy to align with your goals and dreams, ensuring you can celebrate both now and later.
Our Focus
Reaching financial milestones looks different for everyone. Whether it’s funding your child’s education, planning your estate, or increasing your net worth, we’re here to help you navigate these moments with confidence. We aim to create a plan that lets you savor the rewards of your efforts while maintaining financial stability. OLV’s team is committed to helping ensure your harvest seasons are rewarding. During this phase, we can assist with:
• Legacy planning to secure your family’s future
• Trust funding and beneficiary designation reviews
• Social Security analysis to maximize your benefits
• Required Minimum Distributions (RMDs) management
We understand that every client’s needs are unique. That’s why we work with you to craft strategies that preserving what matters most to you.
We are a team of dedicated financial experts committed to guiding you towards financial growth and success.
Advisory services offered through OLV Investment Group, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. OLV Investment Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through OLV a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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OLV Investment Group does not use WhatsApp or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. OLV provides investment advice only to clients or investors with whom it has a contractual relationship. OLV does not provide investment or other advice to non-clients.
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