Instantly download this 10-page guide to discover:
Get to know
Our Team
Discover how we help individuals and families achieve their ideal retirements.
Get Started In
5 Easy Steps
STEP 1
DISCOVER
Are we a good fit?
Share your story, clarify your values, identify goals and dreams, discuss concerns, and provide statements.
STEP 2
DIAGNOSE
Can we add value?
Perform risk assessment, evaluate fees and risk, stress-test current portfolio, identify potential pitfalls, uncover opportunities, share our approach, decide if we’re a good fit, transfer existing assets, and review current plan.
STEP 3
DEVELOP
Build a tailored plan.
Structure retirement income, optimize social security, utilize tax efficient solutions, develop an investment strategy, and Plan for long term-care.
STEP 4
DELIVER
Review & Finalize.
Financial progress report, updated account summary, review new accounts, setup online access, set review frequency, identify missing pieces, and establish next steps.
STEP 5
DEDICATE
An ongoing relationship.
Periodic review meetings, account monitoring, regular refinement of plan, consistent communication, value-added services, workshops and webinars, client events and socials, tax preparation service, informational resources, and a financial concierge
INSTANT DOWNLOAD
Will your retirement be affected by the Trump Tax Laws?
With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:
- How your taxes could be affected by the Trump tax change – today and in retirement
- Ways to help ensure your portfolio is as tax efficient as possible
- Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary
Need more info? Attend a workshop.
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...
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Protect Your Assets with David Hollander
Get valuable information about financial, investment and retirement planning on the radio nationwide.
