Our mission is to help our clients make the best decisions for their investments, income tax and estate planning needs.
In today's world of “information overload,” we feel it's absolutely critical to educate our clients.
Clients of The Holland Group learn the factors that drive poor investment choices including speculating, gambling, market timing and track record investing. Most significantly, our clients begin to understand that the biggest enemy they face may be themselves. They realize that emotional investing is usually a losing strategy. We show our clients how to avoid being swayed by poor investment information shared by the media, and rather, how to stay focused on their individual financial objectives.
At The Holland Group, the foundation of our practice is built upon the firm belief that educated investors make sound decisions for their financial future.
Steve & Elizabeth Holland
Steve and Elizabeth Holland are co-founders of The Holland Group Retirement Wealth Advisors, a financial firm specializing in helping protect and grow wealth for serious investors. Steve has been helping serious investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president who oversees The Holland Group’s financial and tax practice. In 1993, the husband-and-wife duo broke ground in Clearwater, FL, building The Holland Group.
Steve and Elizabeth Holland have been working together since 1984 when the couple met in NYC. Elizabeth has been a partner with Steve for over 25 years. She has a very diverse background in the financial and insurance industry, beginning in 1980 in the Regulation and Compliance Department at the home office of the Equitable Life Insurance Company in New York City. She has also worked with actuaries on the fiduciary side and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with the National Association of Securities Dealers (NASD, known today as FINRA) and the Security Exchange Commission (SEC). Currently, Elizabeth oversees the Holland Group’s income tax practice and works directly with the financial companies with whom our clients are invested. She has utilized her extensive regulatory and compliance background to form the inception of our independent practice.
WILLIAM (BILL) LOVELACE
RAMAN J. SINGH, CFP®
CERTIFIED FINANCIAL PLANNER
ADVISOR, CASE DESIGN MANGER
C.B.O. "CHIEF BARKETING OFFICER"