It’s not unusual for the holidays to be an extra financial burden—but with all that 2021 has thrown at us with increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s no surprise if you are feeling more stress than excitement these days. This just means it’s more important than ever to find an advisor you can trust and work with to help secure your finances and plan for a bright future.
We at T.A. Holland & Co. understand that this can feel like an intimidating process (at an already overwhelming time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who are ready to take the next step in their financial life.
Do You Know Someone We Could Help?
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may benefit from the services we provide. So, if you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track, we are happy to provide them with a complimentary financial consultation.
We believe that the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs that helps accumulate and preserve your wealth. The best gift you can give your family and friends this holiday season is the encouragement to take the first step toward a healthy financial future.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please share this article with them or have them contact us at firstname.lastname@example.org or 617-523-5656.
About T.A. Holland & Co.
T.A. Holland & Co. was founded in Boston, Massachusetts, in 1920, and serves individuals and businesses throughout the country. We provide cutting-edge financial services with a broad array of solutions to help our clients grow and preserve their wealth. We have seen good and bad economic times. Through it all, T.A. Holland & Co. has thrived by always making the customer our #1 priority. We get to know you and understand your needs so we can provide you with the proper guidance and strategies. Our senior vice president, John Hellmuth, has been at the helm of T.A. Holland’s financial services since 1990, but he doesn’t do this job alone. He is joined by his two children, Lindsay Hellmuth and Thomas Hellmuth. As CERTIFIED FINANCIAL PLANNER™ practitioners, our financial services team has the knowledge and experience to help you solve your most pressing financial challenges. To learn more about how we can help you, visit our website and reach out to us at (617) 523-5656 to schedule a complimentary get-acquainted meeting.