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 and accounting services are offered through Holland, Tacinelli & Klayer, Inc. Nothing contained herein should be considered investment, insurance, tax, or legal advice. 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. 

David D. Holland, CPA, CFP® and Steven Tacinelli, CPA, CMA®, CVA®, in their respective individual capacities, serve as trustee, successor trustee, and/or personal representative (executor) for clients' estates. Neither Holland, Tacinelli & Klayer, Inc., nor is its affiliated companies are 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 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.

 

© 2024 Holland Productions, Inc. · Privacy ·