We can help you get


Let’s build a strategy to make your retirement dreams a reality.

Get to know
Our Team

Discover how we help individuals and families achieve their ideal retirements.

A custom retirement plan

in 5 Steps

  • step-1


    Share your story
    Identify your values, goals and dreams. We’ll review your statements and discuss any concerns.

  • step-2


    Can we add value?

    After evaluating risk and fees in your current plan, we’ll help identify any potential pitfalls.
  • step-3


    Build a tailored plan.
    We’ll help you develop a thoughtful, tax-efficient retirement strategy.

  • step-4


    Review & Finalize.
    We’ll review your financial strategy and new accounts, then talk about next steps.

  • step-5


    An ongoing relationship.

    We’re here for you whenever you need us, with periodic reviews, events and our financial concierge service.

Protect Your Assets with David Hollander

Get valuable information about financial, investment and retirement planning on the radio nationwide.


Need more info? Attend a workshop.

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...

May 13
How to Spot ‘Fake’ Financial News
5:00 pm | Webinar

Host: David Hollander

May 20
Generating Yield in a Low Interest Rate World: Opportunities in Energy
6:00 pm | Webinar

Hosts: David Hollander & Jon Samuels

May 27
Racing to Retirement: The Essential First Steps to Be Retirement-Ready
5:00 pm | Webinar

Host: David Hollander

News Articles


Download the guide

Take Charge of Your Taxes

Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.

What you'll learn:

  • How the Biden Tax Plan could affect you
  • Changes to 2021 Individual tax brackets
  • How to be proactive in your planning