Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed concerning specific securities are not an offer to buy or sell.  All investing involves risks, including the risk of loss. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance may not be indicative of future results. Investment advice and planning services can only be given after an analysis of an individual's situation and only where Holland Advisory Services is registered or exempt from registering. Investment advisory services are offered through Holland Advisory Services, Inc., a registered investment advisory firm. Insurance products are offered through Holland Insurance Services, Inc. Tax return preparation services are offered through Holland, Tacinelli, CPAs, P.A.  These companies are affiliated with Holland Financial, Inc. 

David D. Holland, CPA, CFP® and Steven Tacinelli, CPA, CMA®, CVA®, in their respective individual capacities, can serve as trustee, successor trustee, and/or personal representative (executor) for clients' estates.  Neither Holland, Tacinelli, CPAs, P.A. nor its affiliated companies, is a trust company or bank.  David D. Holland and Steven Tacinelli are not attorneys and do not provide legal advice or prepare legal documents.  Clients and prospective clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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