Fiduciary Planning
Independent fiduciary financial planning for clients.
Holland Financial Group
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About Holland Financial Group
Retirement plan consulting is one of Holland Financial Group's services for business owners. The independent fiduciary firm also provides financial planning and investment management for individuals and families, with strategies for retirement, insurance, and estates. Its work includes succession planning, exit strategies, and business continuity. Brad Holland, CFP®, offers financial advice and education to help clients understand their options and plan toward financial goals. The firm serves individuals and families at different stages, including people approaching retirement and retirees. It also provides financial literacy resources on topics such as retirement accounts and alternative investments. With over 50 years of dedication to client relationships, Holland Financial Group describes its work as supporting clients' financial decisions and plans for today and the future.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement Services
Planning support for pre-retirees, retirees, and businesses.
Business Planning
Retirement plan consulting, succession, and exit strategies.
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