Penny Warren, Ajijic, Mexico

I first began working with Chuck Oliver about 4 years ago. It is never an easy decision to choose someone to handle your life savings, and to guide you in decisions affecting your financial future. I was initially impressed with the thoroughness of the presentation that he used to explain his philosophy, and the program he advocates. He took a great deal of time to explain, in very thorough detail, to make sure that I understood what he saw as the best options for me. In the years since, I have found that he has made it a point to delve into and understand my specific situation. He has been willing to think outside the box, and to explore options to help me reach my goals as I approach retirement age. Chuck always gives whatever time is needed during our phone consultations, to explain things, answer my questions, and explore options. I never feel rushed. Even though I have never met him in person, I feel like Chuck strives to really know who I am, and to understand my lifestyle, my dreams and goals, and the specific situations in my life that make my path unique. I appreciate that he strives to create a relationship rather than making me feel like just another cookie cutter client.

Penny Warren,
Annapolis, MD
Ajijic, Mexico

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