Robert Holland

Specialties

We specialize in helping our clients achieve their financial dreams and safety throughout their life by guiding them in proper investments in the areas of

IRA

401k

Investments

Stocks

Bonds

Insurance

REIT

Commodities

Options

529 Plands

Education Planning

Generation Skipping

Estate Planning

Estate Protection

We firmly believe that it is not just the money that you make, it is the money you do not loose.

History

Established in 2005.

Our independent office opened it’s door in 2005. Our office has over 50 years of experience in the Financial Markets for you to depend upon. Robert has been in the business in the United States since 1992 and prior that Australia since 1985. Denise was in the Mortgage business for about 20 years and has been a Financial Planner since 2003. Vikki has now been an Administrative Assistant since 2001. Combined we can offer you a full compliment of planning from the simpliest IRA to the most complex 401k or Estate Plan.