Investment advisory services are offered through Holland Advisory Services, Inc., a registered investment adviser. Insurance products are offered through Holland Insurance Services, Inc. Tax and accounting services are offered through Holland, Tacinelli & Klayer, Inc. Professional fiduciary, trustee, power-of-attorney, and estate administration services are offered through Holland Trustees, Inc.

Employees and affiliates of Holland Trustees, Inc., acting in their individual capacities, may serve as trustee, successor trustee, personal representative (executor), attorney-in-fact under a power of attorney, and/or in other fiduciary capacities. Holland Trustees, Inc. is not a law firm, bank, or trust company. Neither Holland Trustees, Inc., nor its employees or affiliates provide legal advice or prepare legal documents. Clients and prospective clients should consult a qualified attorney regarding their legal and estate-planning needs.

Holland Advisory Services, Inc., Holland Insurance Services, Inc., Holland, Tacinelli & Klayer, Inc., and Holland Trustees, Inc. are affiliated with Holland Financial, Inc. Services provided by each affiliated company are separate and may be subject to separate agreements and fees.

Nothing contained herein should be considered investment, insurance, tax, or legal advice. All investing involves risk, including the risk of loss. Diversification and asset allocation do not ensure a profit or protect against loss. Past performance may not be indicative of future results. Investment advice and financial planning services are provided only after consideration of an individual's circumstances and only where Holland Advisory Services, Inc. is registered or otherwise permitted to provide such services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

 

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