Rita Oliver, The Money Strategist
Helping Federal Employees “Simplify the Complex” with Retirement Planning.
Rita Oliver, CEO/Founder, of Strategies Options and Solutions, LLC (SOS). Rita is a Chartered Retirement Planning Counselor® (CRPC®), Wealth Management Specialist® (WMS®), and Certified Master Financial Coach.
She earned her B.B.A. in Banking and Finance from Mississippi State University and MBA in Management from Amberton University, Garland, TX.
She took the LEAD in her personal finances beginning in 2000 with a plan to pay off 5-figure credit card debt, car, and home mortgage. She refinanced her mortgage in 2005 to a 10-year note and paid if off in 5 years.
In 2013, she hired a financial coach and learned more about investing and strategically allocating her retirement 401(k) investments resulting in average returns of 20% or more annually.
In 2014, she began developing and executing a strategic and financial exit plan to retire from her federal government career on her predetermined retirement eligibility date, with no doubts nor fear about being financially secure for the rest of her life. In February 2016, she opened Strategies Options & Solutions, LLC. She retired on February 1, 2022, with 36-years of career service as a Federal Government Audit Director. She accomplished her financial goals.
Rita is now helping Mid-Career Professionals build a retirement plan from scratch to retire securely in 5 years. SOS, LLC provides Retirement Planning Coaching and Training Seminars/Workshops for Federal Government and Corporate Professionals to help them “Simplify the Complex with Retirement Planning”.
SOS signature training promises that enrollees can achieve the following results:
Increased confidence, understanding, and enhanced awareness and more accountability in their personal finances.
Organized monthly savings and spending plan resulting in increasing disposable income to elevate cash positions in, multiple savings accounts, emergency, long-term and retirement along with a Pleasure and Leisure (P&L) account for their guilt-free spending pleasure.
Custom & detailed financial plan to achieve their short-term and long-term financial goals.
Optimize income to pay off debt quickly.
Maximize biweekly/monthly 401(k) and Individual Retirement Account contributions to increase their net worth to secure future passive income.
Create a Strategic Retirement Exit Strategy/Plan to alleviate retirement anxiety and live financially secure for the rest of their life.