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Oliver Insurance Brokerage

We are an independent financial and insurance brokerage firm in Austin, TX. We have more than 25 years of combined experience creating personalized insurance strategies for families, professionals and business owners. As an independent firm, we are not tied to proprietary products, nor are we limited to the services that we offer. We focus on building the right strategy for our clients, meeting their risk tolerance and time horizons.

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Our Services

Estate Planning

Estate Planning

Wealth protection, accumulation, conservation & distribution. 

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Business Continuity

Business Continuity

Planning the transition for business owners, partners or key executives.

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Employee Benefits

Employee Benefits

From health insurance to disability insurance the tools to retain & recruit the right employees.
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Helpful content

Curated articles, videos, and more for a financially savvier you.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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More information you can use

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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