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When hiring a financial firm, ask questions and read the small print.

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We do.

Some financial firms don't provide tax advice...

We do.

Some financial firms don't offer ongoing service...

We do.

"Retirement Planning Doesn't Have To Be Hard, Complicated or Stressful."

- David Holland, CEO
Holland Financial, Inc.
Established 1997

 

A Single, Integrated Source for Financial Planning

 

  • Financial and Retirement Planning
  • Retirement Income
  • Investment Advice
  • Estate and Trust Services
  • Annuities
  • Long-term Care
  • Life Insurance
  • Income Tax Returns
4 CFPs

Meet our Team of CERTIFIED FINANCIAL PLANNER™ Professionals

From left to right: Angel Pinkerton, CFP®, ChFC®, CRPC®; David Holland, CFP®, CPA/PFS, CLU, ChFC®; Amy Williamson, CFP®, ChFC®, AAMS®; Kalon Hoard, CFP®, AWMA®, AAMS®.

  • Holland Financial has over twenty full-time team members, including:

  • Four CERTIFIED FINANCIAL PLANNER™ Professionals

  • Two Certified Public Accountants (CPAs)

  • One Certified Management Accountant (CMA®)

  • One Certified Valuation Analyst (CVA®)


Holland Financial Can Help You PlanStronger™ for Your Financial Future and Retirement

Investment Review: We go under the hood for a 19-Point Inspection

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:

  • Retirement Income Planning
  • Investment Recommendations
  • Annuity Recommendations
  • Long-term Care Analysis/Strategies
  • Tax Planning
  • Insurance Planning
  • Account Reallocation Recommendations

Learn more about our investment advisory services and how we can help you to PlanStronger™.

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....

Get Started: Call 386-671-PLAN (7526) to schedule your complimentary consultation.

19 Point Inspection

Educational Resources from Holland Financial to Help You PlanStronger™

PlanStronger TV

PlanStrongerTV™

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™.

More PlanStrongerTV™ »

Plan Stronger with Holland Financial

PlanStronger™ Column

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.

Column Archives »


 

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© 2019 Holland Productions, Inc. · Privacy ·

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. 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 Tax & Accounting Services, Inc.  These companies are affiliated with Holland Financial, Inc. 

David D. Holland, CPA, can act as trustee or successor trustee for clients' estates. These services are provided by David Holland in an individual capacity. Neither Holland Financial, Inc., nor its affiliated companies, is a trust company or bank. Accordingly, estate and trust services are separate and distinct from the financial services available from Holland Financial, Inc.'s affiliated companies. David Holland is not an attorney and does not offer legal advice or prepare legal documents. Clients are encouraged to seek legal advice from an attorney of their choosing regarding their estate planning, as well as the documents they may need to accomplish their objectives.

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