Learn more about our CFP® practitioners...
Since 1997, Holland Financial has helped people plan their retirements confidently, using a simple process, guided by knowledgeable CERTIFIED FINANCIAL PLANNER® Practitioners. We help you select the investment strategy that’s right for your long-term performance needs, risk tolerance, and investment time horizon.
Advocacy: We advocate for our clients' needs with investment advice, financial and retirement planning, and a wide range of financial products from a variety of insurance companies. Our advisers have a broad range of choices so they have the latitude to make recommendations that are in our clients' best interests.
Support: Holland advisers are supported by a team that includes in-house investment management, compliance, and client services. We also have our own CPA firm to assist with tax planning. Holland Tacinelli, CPAs is also available for personal and business income tax returns, and business accounting.
Salaried: Our advisers are paid salaries. They are focused on our clients' needs not on generating commissions and fees.
No Prospecting: Our advisers spend no time prospecting or marketing our services. This allows them to concentrate all their efforts on providing fiduciary advice to clients. David Holland leads the company's marketing, which is dedicated to educating consumers.
No Pressure: We are not owned by a bank, brokerage firm, or insurance company. There are no sales quotas or push to sell a particular product or service. When you meet with us, we speak in plain English, and when you call, we listen, and you won't talk to a robot or virtual assistant. Meetings are unhurried with a no-pressure, no-obligation approach to financial planning. Whenever you have a problem or a question, you'll have a team dedicated to making your goals a reality.
If you have questions or would like to set an appointment, please call us or contact us at Questions@PlanStronger.com
