We can help you get

Retirement-Ready.


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

    DISCOVER

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

  • step-2

    DIAGNOSE

    Can we add value?

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

    DEVELOP

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

  • step-4

    DELIVER

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

  • step-5

    DEDICATE

    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.

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Need more info? Attend a workshop.

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

October 27
Navigating 2020 Workshop – Orange County
6:30 pm | Webinar

Speaker: David Hollander(Host)


October 29
How to Prepare Your Portfolio for an Election
3:30 pm | Webinar

October 29
Navigating 2020 Workshop – Orange County
6:30 pm | Webinar

Speaker: David Hollander(Host)


November 5
How to Avoid Family Tension
3:30 pm | Webinar

November 5
Navigating 2020 Workshop – Northern California
6:30 pm | Webinar

Speaker: David Hollander(Host)


November 10
Navigating 2020 Workshop – Northern California
6:30 pm | Webinar

Speaker: David Hollander(Host)


November 12
Navigating 2020 Workshop – Orange County
6:30 pm | Webinar

Speaker: David Hollander(Host)


November 17
Navigating 2020 Workshop – Orange County
6:30 pm | Webinar

Speaker: David Hollander(Host)


November 19
Gray Divorce
3:00 pm | Webinar

Host: David Hollander


News Articles

Don’t let a lack of income derail your retirement!

Check out this 8-page guide to see why a retirement income analysis can be mean the difference between enjoying retirement or white-knuckling your way through it.
guide