Become Your Own Banker with Jim Oliver

Published: April 5, 2020, 5:27 p.m.

Jim Oliver founded CreateTailwind in 1988 in Denver, CO. Originally a full-service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted CreateTailwind’s focus to building wealth beyond Wall Street. Teaching clients to create wealth without Wall Street brokers and financial planners took off. To most people, becoming their own banker was something they couldn’t envision. Most people park their money in qualified plans or with... HouseDudesPodcast.com