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Our Suite of Services

WEALTH MANAGEMENT & PLANNING

We take a personal & collaborative approach to your wealth management and planning. We focus on more than just the basics. As we build your financial plan, we look at your entire financial picture. We incorporate tax exposure, risk management, estate planning, investments, and more in pursuit of the most beneficial results. Some of our areas of focus include:

  • Foundation Planning & Coordination of All Accounts
  • Strategic Cash Management
  • Titling & Beneficiary Designations
  • Estate Planning
  • Generational & Legacy Planning
  • Retirement Planning
  • Life Events & Transition Planning
  • Education Planning
  • Asset Preservation
  • Tax Planning & Efficiency
  • Business Planning
  • Liability Management & Insurance Planning

INVESTMENT & ADVISORY SERVICES

We know investing is an important piece of your financial picture. HoLo delivers the market expertise and objective advice you deserve. We'll explain the market and economic environment, and develop an individualized portfolio to help pursue your investment goals. 

  • Market & Economic Analysis
  • In-Depth Independent Research
  • Tax Management
  • Asset Allocation
  • Risk Management
  • Active & Passive Management Techniques
  • Alternative & Traditional Investments

GROUP RETIREMENT PLANNING

We'll help design and implement a plan that serves your business needs most effectively and strives to create a level of confidence towards fulfilling your plan sponsor fiduciary duties. We provide ongoing support, resources, and education for both sponsors and participants looking to make the most of their group retirement options.  

  • Custom Design & Implementation Support of New Plans
  • Due Diligence Reviews of Current Plans
  • Bench-marking for Costs, Investment Options, Risk Profile
  • Review to Help Ensure Optimization of Existing Plans
  • Continuing Education for Sponsors & Participants
  • Advisor Accessibility & Support
  • Investment Fiduciary Services


Our Process


Discover

We want to know you! What makes you tick? Your goals and dreams, career and financial history, cash-flow, tax considerations, and family & estate planning. We also want to know about your relationship with money and what you really value in life. What motivates and interests you and what your vision of financial freedom is.


Recommend

We build a comprehensive summary and a plan of action. Considering many “what-if” scenarios and potential outcomes, we determine together an appropriate blueprint and strategies for addressing your ongoing objectives.


Implement

Execution is continuous, but in the first 90 days we'll build the financial foundation. We'll load and customize your personal financial dashboard, begin coordinating assets and liabilities from all sources, consider wealth protection and tax strategies, and construct your portfolio to give you a total snapshot of your finances in real time - accessible 24/7.


Support

We pride ourselves on the level of service and support we deliver our clients. We're accessible and prompt to reply. We adhere to quarterly reviews, evaluate progress, prepare for upcoming changes, and help you stay on track. We take a genuine and high-touch approach to customer service. If we can do it for you, it’s our pleasure.

We're Different

What Other Advisors Say & What It Means To Us

TRUSTWORTHY

Trust is everything in a relationship, especially when your life savings and aspirations are at stake. Most advisors say they're trustworthy. But, an unscrupulous or self-interested advisor can cause expensive and painful mistakes with lifelong consequences. Even well-meaning advisors can capitalize on the sale of financial products to you, depending on how you pay for services.


At HoLo, trust is the foundation of our long-term partnerships with clients. We don't give advice we wouldn't give our own family (and probably already have!) You can count on our advisors to be fiduciaries, acting in your best interests, and you'll only pay an agreed upon fee for services and advice.



COMPREHENSIVE


Comprehensive is definitely a “buzzword” in the constantly changing financial services industry. Unfortunately, a lot of advisors over-promise and under-deliver when it comes to this fundamental attitude towards planning and investing. Many advisors focus on just a few specialized skills or even particular products. While they may have specialized knowledge in certain areas, the limited scope of their planning can leave you exposed in other areas. 


We know that many pieces of your financial puzzle are interconnected, depending upon and affecting other areas. By integrating your financial universe, we can create a true representation of your entire financial condition, then develop a personalized plan for your circumstances and goals.


CUSTOMIZED

"Custom" planning doesn't mean custom investments. Many advisors offer options from a limited list, dictated by your risk tolerance or timeline. Some even push standard portfolios to their clients. But this approach requires very little active management or application of investing skills. It can also leave optimal alternatives out of the equation. 


HoLo's clients receive a customized approach. That means personalized planning created and executed just for you. Including individualized investments chosen by our Chartered Financial Analyst to match your values and goals, creative solutions that address your objectives, and personal service and support all along the way. 

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