The Strategic Planning Group | Financial Advisor in Lake Orion ,MI

10 N Lapeer Street
Lake Orion, MI 48362
Phone: (248) 929-8955

An informed client is a good client.


About

We believe most of us have the same basic goals when it comes
to financial planning:

1. Protect our assets
2. Save taxes
3. Build wealth
4. Keep the process as simple as possible

Our Fiduciary Responsibility

Legally bound by the fiduciary standard when serving clients:

We will always put our clients’ interests first – ahead of our
own, of our firm and our employees. As defined by federal
law, we will act as a fiduciary.

When selecting investments, we will seek the most suitable
investments for our clients at all times.

Licenses, Registrations & Training
Series 65
Life & Accident

We use TDAmeritrade as the custodian for all our clients
funds.

Registrations with CoreCap Investments

21 Years of Experience



General Information
Firm Start Year:   2013
No.of Employees:   2-4
States Licensed in:   MI,OH,SC,NJ
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Insurance , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , FOREX & Currency , Annuities , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Accident , Annuity , Health , Life , Long Term Care
Non-Financial Organization Memberships:   National Ethics Bureau and MicroMentors


Firm Information
Firm's Number of Planning Clients:   310


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50K and up
Compensation Methods:   Commissions , Based on Assets



FAQs

  • What are your qualifications? What is your education background? Oliver has been in Financial Services since 1995. His early career was spent providing advice to Credit Unions and their members. Oliver served as Investment Executive for USA Federal Credit Union and created the investment platform for Motorparts Credit Union. He is currently the exclusive investment advisor for PARDA Credit Union members with branches located in six states.
  • What is your approach to financial planning? 1. Identify lifetime objectives and strategies 2. Understand all your options 3. Determine risk profile 4. Build your stable allocation model 5. Optimize your investment allocations 6. Identify tax reduction and catastrophic strategies 7. Schedule regular review
  • What services do you offer? Retirement planning, Investment services, Social Security Planning, Required Minimum Distribution Planning and IRA Planning.
  • Will you be the only person working with me? Yes
  • How are you compensated? How will I pay for your services? Fee based or commission. This is determined by the needs of the client.
see more
Oliver Lee

Oliver Lee

None, CRFA

Biography


Oliver has been in the personal and corporate financial services field since 1995. He spent much of his career providing financial guidance and advice to Credit Unions and their members before establishing The Strategic Planning Group in 2013. Oliver served as Investment Executive for USA Federal Credit Union and created the investment platform for Motorparts Credit Union. Oliver served for 10 years as the investment advisor for PARDA Federal Credit Union and it's members with branches located in six states. He is a native of Lake Arrowhead, California and has lived in Lake Orion, Michigan for 15 years. Oliver has appeared on many television and radio programs to provide expertise on the subject of Financial Planning. He is the coach of the Lake Orion Softball team 'Eva’s Dairy' and recently served as Scout Master for Boy Scout Troop #297. Oliver is a member of MicroMentors where he provides mentoring to entrepreneurs and business owners. Oliver enjoys competitive dirt bike racing and is married to his lovely wife Julia, they have four children.

News & Events


How to Invest Money for the Short and Long Term
When: 06/30/2017
Details:You will find plenty of advice about which stocks are hot and how to invest money in the market. However, many of these conversations leave out an important consideration: Why are you investing? ...more


A Guide to Future Fed Decisions and You
When: 05/20/2017
Details:With low interest rates and solid markets, many investors have been more than happy to keep money in the equities market as opposed to other options like fixed- income. However, with two Fed rate hikes already this year — and another one possibly this year — some may now be finding themselves over weighted in equities, and more susceptible to a volatile market. ...more


Social Security Planning - Lake Orion
When: August 22 7:00PM | By: For anyone who plans to retire within two years
Location: Lake Orion Public Library
Details:Learn how recent changes in the law may impact you and your strategy for claiming your Social Security benefits.


Social Security Planning - Rochester
When: August 24 7:00PM | By: For anyone who plans to retire within two years
Location: Rochester Hills Public Library
Details:Learn how recent changes in the law may impact you and your strategy for claiming your Social Security benefits.