(504) 919-3876
oliviersaferetirement@gmail.com

Metairie, Louisiana

Schedule a Meeting With Lawrence Olivier or Call 504-919-3876

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Metairie, Louisiana

1 Galleria Blvd, Ste. 1900
Metairie, LA 70001
 Office:  504-919-3876
   oliviersaferetirement@gmail.com

We’ll Plan for the Whole Journey, Together.

The Olivier Safe Retirement Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection