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Jim Oliver founded Create Tailwind in 1988 in Denver, Colorado. Originally, a full-service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted Create Tailwind’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 a broker and hope that the money grows. Jim reminds his clients that hope is not a strategy. He teaches his clients that becoming their own banker means they accumulate money, and they deploy it to make it even more money, this is the mind shift.

Under Jim's leadership Create Tailwind exploded to become a multilocation nationally recognized firm helping 1000s of individuals and businesses around the United States.

189: Unlocking Financial Freedom: Building Wealth and Overcoming Obstacles with Jim Oliver 22:30 Share

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189: Unlocking Financial Freedom: Building Wealth and Overcoming Obstacles with Jim Oliver