Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity
Fundamentally Funded Prosperity

Fundamentally Funded Prosperity is the name of my consulting business, which I use to help middle income families and small business owners learn to successfully manage their financial resources. My name is Lee Oliver Jr., and I have a background in securities, along with a Series 6 license. I work directly with each client through financial consultations, insurance planning, and investment planning. Additionally, I've designed seminars specifically for barbers and stylists, who want to make sure that their establishments are operating at peak financial efficiency.

Book an appointment

 

Interview

I am expanding aggressive and looking at opening multiple offices in the next few years, so I'm doing interviews with like minded individuals. Looking for silent partners-office managers.

1h free Book now

Financial consultation

If you are looking at getting in track financially or just doing a little tweaking, this will be the option for you. We will go over our philosophy and strategies and create a customized Financial game plan for you.

1h 30m free Book now

Insurance Planning

Insurance is one of the cornerstones of any financial plan, during the session we will go over what you need, why you need it, and create an affordable plan to get you the protection you need.

30m free Book now

Investment planning

Investments are the key to having long-term wealth accumulation as well as Retirement. We will go over the types of accounts you will need as well as options for where and how to invest.

45m free Book now

Debt Management Planning

That is one of the things that slows us down in our accumulation of assets as well as getting ahead financially. We will go over how to eliminate and create a plan to not accumulate more in the future.

30m free Book now

Existing client follow-up

This service is for people who already have services with me to make sure that you are still on the right path and that I am providing the ultimate level of promptness in customer service.

30m free Book now

Business collaboration meeting

The service is for people who want to look at an opportunity to add a diversification to their business by holding a seminar that could highlight what they do, and add a financial element to it.

1h 15m free Book now

Barber/Stylist Shop seminar

Do you own a barber shop or salon? Want to add more value to the people that work at your establishment? This is the service for you! We will go over Financial fundamentals to make sure that your staff is the most productive they can be. We will also assist in personalized plans for staff members who are seeking it.

1h 45m   Book now

Our work

Reviews (13)

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  1. Cassandra avatar

    Cassandra M.

    I had an awesome experience with lee! He knows his stuff has a great way to lay out visibly the tools to help your growth!! I’ll def be making future appts!

    Fundamentally Funded Prosperity 03/20/2019

    thank you so much, i look forward to seeing you continue to grow!

  2. Kay avatar

    Kay T.

    Lee is great! Listens with open ears and eager to get what you need done. Whatever your financial needs, Lee will take care of it with YOUR best interest in mind. Straight to the point and won’t feed you anything that isn’t meant for you!! Thank you again!!! See you soon!!

    Fundamentally Funded Prosperity 04/25/2019

    Thank you for your time and I look forward to having a front row seat to all of your future accomplishments!! Let's go to work!!

  3. Jarryd avatar

    Jarryd D.

    Dr Lee is definitely the “Financial Guru!” Very Knowledgeable and Passionate about his craft and the Barber Community!

    Fundamentally Funded Prosperity 05/14/2019

    greatly appreciated sir, thank you! I look forward to seeing many great things in the musical and barbering fields!

  4. Karen avatar

    Karen W.

    I had an excellent 2nd financial consultation with Mr. Lee Oliver. He is very knowledgeable in the areas of budgeting, insurance and investments. Mr. Oliver is a people person and it was very comfortable talking to him. I definitely will continue to work with him and continue my financial growth.

  5. Shana avatar

    Shana J.

    Lee has single-handedly enriched me on investing financially, not only for myself, but for my sons future. He went above and beyond to answer every question, and provided resources to back it up. I encourage anyone to engage in their initial conversation with Lee; you’ll be delighted that you did. Thank you for the time, effort, and follow-ups you’ve provided me and my family!

    Fundamentally Funded Prosperity 03/22/2019

    thank you so much for the review, i look forward to providing more excellent service in the future!

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