“The Holland Group Retirement Wealth Advisors mission is to help its clients make the best decisions for their investments, income tax, and estate planning needs. Steve and Elizabeth Holland established the firm. Elizabeth Holland has a diverse background in the financial and insurance industry. She started her career in 1980 at the compliance department of Equitable Life Insurance Company. She has also worked with actuaries and advisors nationwide to help effectively train their staff. she has worked directly with regulators on many complex issues and initiatives. She uses her extensive background to work with the financial companies where their clients are invested. Steve has hosted over 1,500 financial workshops explaining the significance of minimizing portfolio risk through diversification, tax minimization, and estate planning. He and his team help clients with six key areas that all work together to help you shape your desired future. They also believe in consolidating their services under one roof, from investment strategies to tax planning to estate planning, which are all important aspects that help your overall financial Plan thrive. They provide many different types of plans to help you preserve and transfer your assets in the future.”
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