We hope your holiday season was wonderful and that your new year is filled with joy! As you know, we recently changed broker-dealers from Cetera Advisor Networks to Commonwealth Financial Networks. Thank you for your continued patience, support, and loyalty as we made the transition and became familiar with Commonwealth and their systems.
At T.A. Holland, we are always on an expedition to raise the bar on how we serve you and what we deliver. We believe that our partnership with Commonwealth helps us do that. Here are some benefits you now have available to you and some ways we can serve you better.
Commonwealth offers a client portal where you can view all your accounts and documents in one place. Investor360 can simplify financial management and help you stay organized and on top of your financial situation. Think of it as an executive summary of your financial life. If you haven’t checked it out yet, please contact us and we can help you get set up.
Access to Other Professional Partners
We know there are many pieces in your financial puzzle. That’s why it’s important to have a financial team that can help you get every piece in place so you don’t lose sleep. Through Commonwealth, we have access to a great deal of resources, from advanced planning specialists, to attorneys who can help you with trusts, to tax experts who can help you minimize taxes and make sure your financial plan is tax-efficient.
A Strong Team
I’m excited to announce that Lindsay and Tom are stepping in to take on more of an advisor role this year. Both Lindsay and Tom are fully licensed advisors and CERTIFIED FINANCIAL PLANNER™ practitioners and have a wealth of experience and knowledge to offer. Please don’t hesitate to reach out to either of them with questions.
Don’t worry—I’m not going anywhere! I have no plans to retire and I will continue to mentor both Tom and Lindsay as they grow in their roles. Truth be told, Tom and Lindsay will probably have to kick me out one day because I won’t leave on my own!
We’re Here for You
Thank you for putting your trust and confidence in us. We are honored to serve you. If you have any questions about these changes or would like to check in with us to make sure your plan is still on track to meet your goals, reach out to us at firstname.lastname@example.org or 617-523-5656. We look forward to hearing from you!
John M. Hellmuth is senior vice president of T.A. Holland & Co.’s financial services division, where he has been at the helm since 1990. A graduate of Boston University, John joined the firm of Moseley Hallgarten Estabrook & Weeden in 1982. In 1985, John was appointed head of the trust services department of Shearson Lehman Brothers. John is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. John is passionate about providing cutting-edge financial services with a broad array of solutions to help his clients grow and preserve their wealth. To learn more about John, connect with him on LinkedIn.