Our Services
Our Services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- How can I preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?
Asset Protection
Holland Financial Services, Inc. consults with several leading insurance companies to assure adequate protection in the following areas of insurance:
- Life
- Health
- Disability
- Home and Liability
- Auto Coverage
Asset Accumulation
Holland Financial Services, Inc. works with our clients to establish:
- Cash Reserves
- Liquid Money Market Funds
- Basic Savings program
This usually involves an intensive analysis of:
- Retirement Requirements
- Personal Savings Plan
- College Funding Options
We then establish:
- Investment Vehicles
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Business Retirement Plan
- IRAs
- SEPs
- 401k
Asset Distribution
Holland Financial Services, Inc. works with the client’s advisors to minimize estate tax liability, thereby allowing more of the estate to pass to their heirs. This process involves looking at the number of areas including:
- Wills
- Asset Titles
- Ownership of Life Insurance
- Tax Planning
This process usually includes several meetings with Holland Financial Services, Inc. and the client's advisors to discuss various methods of minimizing estate tax liability, keeping consistent with the client's personal goals and objectives.
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