Learn more about our financial professionals...
Since 1997, Holland Financial has helped people plan their retirements confidently, using a simple process guided by knowledgeable financial professionals. We help you select the investment strategy that’s right for your long-term performance needs, risk tolerance, and time horizon.
Advocacy: We advocate for our clients' needs with investment advice, financial and retirement planning, and a wide range of financial products from a variety of insurance companies. Our advisers have access to a wide range of financial products and services, so they have the latitude to make recommendations that are in our clients' best interests.
Support: Holland advisers are supported by a team that includes in-house investment management, compliance, and client services. For clients seeking tax-related services, our affiliated CPA firm, Holland, Tacinelli & Klayer, Inc. is available to provide personal and business income tax preparation and accounting services. These services are offered independently and may be subject to separate engagement terms and fees.
Salaried: Our advisers are compensated through salaries rather than commissions, allowing them to focus on delivering objective advice tailored to each client’s needs.
No Prospecting: Our advisers spend no time prospecting or marketing our services. This allows them to concentrate all their efforts on providing fiduciary advice to clients. David Holland leads the company's marketing, which is dedicated to educating consumers.
No Pressure: We are not owned by a bank, brokerage firm, or insurance company. There are no sales quotas or push to sell a particular product or service. When you meet with us, we speak in plain English, and when you call, we listen, and you won't talk to a robot or virtual assistant. Meetings are unhurried with a no-pressure, no-obligation approach to financial planning. Whenever you have a problem or a question, you'll have a team dedicated to making your goals a reality.
If you have questions or would like to set an appointment, please call us or contact us at Questions@PlanStronger.com
