When hiring a financial firm, ask questions and read the small print.

Some financial firms

won't put their recommendations in writing...

We do.

Some financial firms

don't provide tax advice...

We do.

Some financial firms

don't offer ongoing service...

We do.

"Retirement Planning Doesn't Have To Be Hard, Complicated or Stressful."

- David Holland, CEO
Holland Financial, Inc.
Established 1997

A Single, Integrated Source for Financial Planning

• Financial and Retirement Planning
• Retirement Income
• Investment Advice
• Estate and Trust Services
• Annuities
• Long-term Care
• Life Insurance
• Income Tax Returns

Meet our Team of CERTIFIED FINANCIAL PLANNER™ Professionals

From left to right: Angel Pinkerton, CFP®, ChFC®, CRPC®; David Holland, CFP®, CPA/PFS, CLU, ChFC®; Amy Williamson, CFP®, ChFC®, AAMS®; Kalon Hoard, CFP®, AWMA®, AAMS®.

• Holland Financial has over twenty full-time team members, including:

• Four CERTIFIED FINANCIAL PLANNER™ Professionals

• Two Certified Public Accountants (CPAs)

• One Certified Management Accountant (CMA®)

• One Certified Valuation Analyst (CVA®)

Holland Financial Can Help You PlanStronger™ for Your Financial Future and Retirement

Investment Review:

We go under the hood for a 19-Point Inspection

Holland Financial will prepare an objective review of your current investments and financial position. We will analyze various aspects of your investment and insurance holdings. We will then compare the appropriateness of your existing portfolio to your risk tolerance and investment objectives. You will receive a written report of these analyses, your

19-Point Investment Inspection, and one of our CFP professionals will review each part of the report with you and answer your questions.

We will use the results of the investment review and inspection to prepare customized recommendations for your personal situation. This guidance could include:

• Retirement Income Planning
• Investment Recommendations
• Annuity Recommendations
• Long-term Care Analysis/Strategies
• Tax Planning
• Insurance Planning
• Account Reallocation Recommendations

Learn more about our investment advisory services and how we can help you to

PlanStronger™.

Planning is part of your everyday life. Vacations, weddings, parties – all are events you’ve taken time and effort to prepare for and organize. Your retirement should be no different … so, take just one hour to

PlanStronger™.

Learn more about our planning process....