727.724.3334
Six Areas. One Strategy.
At The Holland Group, we help clients with six key areas that all work together to help you shape the future you desire. We believe in consolidating our services all under one roof, from investment strategies, to tax planning, to estate planning, which are all important aspects that help your overall financial plan thrive.
We offer services to help you:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Retirement Planning
It’s the event you’ve been waiting for since the day you first opened up your first savings account: retirement! How will you choose to use this important time? Do you have some preferred destinations around the world where you would like to travel? Want to spend more time enjoying your favorite hobbies? A good savings plan is vital if you want to live these years to the fullest.
We can help guide you through the sometimes-complex financial decisions that go into a well-thought-out retirement strategy.
We Offer Retirement Planning Services Including:*
- Life insurance
- Wealth management
- Annuities
- Investment advice*
*Investment Advisory Services offered through Mutual Trust Asset Management, Inc., a Registered Investment Advisor. Insurance and Tax Planning strategies offered through The Holland Group Retirement Wealth Advisors. Mutual Trust Asset Management, Inc. does not offer nor supervise the sale of insurance and tax planning services. Mutual Trust Asset Management, Inc. and The Holland Group Retirement Wealth Advisors are unaffiliated entities and do not share any ownership interest.Â
This site is published for residents of the United States only. Investment Advisor Representatives of Mutual Trust Asset Management, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit https://adviserinfo.sec.gov/
Wealth Management
The professionals you’ll meet at The Holland Group have experience in every element of wealth management. Our knowledge encompasses key aspects of wealth management, including investment advice. But investments are only one part of what we offer. In addition, we will focus on:
- Life insurance
- Asset protection
- Retirement
- Debt management
We focus on reviewing your current situation to ensure we understand your goals. After this, we will work together with you to construct a diverse portfolio and manage your wealth in order to direct you toward a confident financial future.*
*Investment Advisory Services offered through Mutual Trust Asset Management, Inc., a Registered Investment Advisor. Insurance and Tax Planning strategies offered through The Holland Group Retirement Wealth Advisors. Mutual Trust Asset Management, Inc. does not offer nor supervise the sale of insurance and tax planning services. Mutual Trust Asset Management, Inc. and The Holland Group Retirement Wealth Advisors are unaffiliated entities and do not share any ownership interest.Â
This site is published for residents of the United States only. Investment Advisor Representatives of Mutual Trust Asset Management, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit https://adviserinfo.sec.gov/
Tax-Efficient Planning
When planning for retirement, it’s important to incorporate tax planning into your portfolio and, really, all of your financial decisions. Investing in a tax-deferred vehicle means your money will compound interest for years, unfettered by income taxes, allowing it to earn interest at a faster rate. While very few investments avoid taxes altogether, many allow you to defer paying them until retirement — when you may be in a lower tax bracket.
We can help you make smarter tax decisions now that help you avoid a surprise tax payment later.
Annuities
Annuities can be a great way to help you plan for the future with a steady and reliable source of retirement income. We can teach you about the various types of annuities and help you determine if they may be appropriate for you.
An annuity is a long-term contract between an individual and an insurance company. It is designed to offer you tax-deferred interest credits and, when you’re ready to receive income, a variety of guaranteed payout options.
Annuity product guarantees and protection benefits are backed by the financial strength and claims-paying ability of the issuing insurance company.
Life Insurance
Life insurance can serve many purposes. There are a variety of different types that could help you achieve your financial objectives. For example, you might choose to purchase life insurance:
- To cover final expenses (medical and funeral)
- To provide lost income to a spouse and/or pay for the expense of children still living at home
- To leave assets for a child’s education or future life events
- To pay off mortgages and other outstanding debts
These are just a few of the reasons you might consider purchasing life insurance. The Holland Group can help you explore more.
Life insurance product guarantees and protection benefits are backed by the financial strength and claims-paying ability of the issuing insurance company. Life insurance may be subject to medical, and sometimes financial, underwriting.
Customized Estate Planning
There are many different types of trusts to help you preserve and transfer your assets in the future. But they can be complex to set up. We can help you see how a trust could fit into the rest of your financial plan and connect you with a qualified estate planning attorney who specializes in these matters.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
