Learn more about our financial professionals...
Since 1997, we have helped individuals and families navigate retirement planning, using a straightforward planning process guided by our financial professionals. We help you develop an investment strategy based on your long-term goals, risk tolerance, and time horizon.
Advocacy: We put our clients' needs at the center of the planning process. Through investment advice, financial and retirement planning, and access to a variety of financial products and services, our advisers can develop recommendations based on each client's goals, needs, and individual circumstances.
Support: Our advisers are supported by a team that includes in-house investment management, compliance, and client services. For clients seeking tax-related services, our affiliated CPA firm, Holland, Tacinelli & Klayer, Inc., is available to provide personal and business income tax preparation and accounting services. These services are offered independently and may be subject to separate engagement terms and fees.
Salaried: Our advisers are compensated through salaries rather than commissions, allowing them to focus on delivering advice tailored to each client’s needs.
No Prospecting: Our advisers focus on serving clients rather than prospecting for new business. Marketing is handled separately, allowing our advisers to devote their attention to providing personalized advice and service to clients. David Holland leads our marketing efforts, with an emphasis on financial education for consumers.
No Pressure: We are independently owned and are not owned by a bank, brokerage firm, or insurance company. Our advisers are not subject to sales quotas or requirements to recommend a particular product or service. We take a straightforward, no-pressure approach to financial planning, with unhurried meetings and personal service from our team. Our goal is to help you make informed financial decisions and work toward your long-term financial goals.
If you have questions or would like to set an appointment, please call us or contact us at Questions@PlanStronger.com
