You likely have a lot of important financial goals: saving for retirement, protecting your assets, and creating a lasting legacy. All of these goals require proper planning and careful monitoring.
As our client, you understand this, and with a financial plan already in place, you can feel confident knowing your investments are in good hands. Working with a trusted financial advisor to strategize a plan for your future helps ensure your finances are in the best shape to reduce the impact of global events.
Could someone you know benefit from a partnership like ours?
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan.
At our firm, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us.
Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
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 need the services we provide.
We believe 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 and provide goal-oriented advice to help you live your best life.
We’re Here to Help
The truth is, we love working with clients like you and are looking to help even more people. Do you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals? Reach out to us at firstname.lastname@example.org or 617-523-5656 to schedule a complimentary appointment so we can get to know your referral. We’d be happy to get them started with a no-obligation conversation about their financial goals.
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.