From left to right: Jim Macri, CFP®; Angel Pinkerton, CFP®, ChFC®, CRPC®; David Holland, CFP®, CPA/PFS, CLU, ChFC®; Amy Williamson, CFP®, ChFC®, AAMS®; Kalon Hoard, CFP®, AWMA®, AAMS®.
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:
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....
David Holland, CPA, CFP®, hosts PlanStrongerTV™, a financial variety program featuring fascinating guests and a wide array of topics – from the psychology of money to retirement planning to estate planning. Make David Holland your source for interesting information that affects your pocketbook and helps you PlanStronger™ for your financial future.
Watch a promo for an upcoming episode below or click on More PlanStrongerTV™ to explore more previews and guest interviews from episodes of PlanStrongerTV™.
David Holland is an author and a financial columnist. He writes columns on personal finance. You can read his latest column, or peruse the Archives, at www.HollandColumn.com. David has written columns on a wide variety of topics related to retirement planning and managing your personal finances. In the Archives, you will find valuable information (in plain English!) on retirement income planning, investing, life insurance, long-term care, and many more financial topics. These are issues that affect almost everyone.