Holland Financial Services Inc

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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37 Years

in Business

(706) 369-8888Visit WebsiteMap & Directions1 Huntington Rd Ste 804Athens, GA 30606 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Athens with Financial Planning Consultants

Bogart (6 miles)
Watkinsville (10 miles)
Statham (12 miles)
Bishop (13 miles)
High Shoals (13 miles)
North High Shoals (13 miles)

More Info

Email: Email Business
Extra Phones: Phone: (762) 499-3192
Other Link: http://www.hollandfinancialservices.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (706) 369-8888

Address: 1 Huntington Rd Ste 804, Athens, GA 30606

Website: http://www.hollandfinancialservices.com

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Holland Financial Services Inc

Tax Planning
Estate Taxes
Avoiding Probate
Tax Services
Roth IRA
Individual Retirement Accounts (IRA) are tax qualified retirement plans that were established as way for individuals to save for retirement with the benefit of tax favored treatment. The traditional IRA allows for contributions to be made on a tax deductible basis and to accumulate without current taxation of earnings inside the account. Distributions from a traditional IRA are taxable. A Roth IRA is different in that the contributions are not tax deductible, however, the earnings growth is not currently taxable. To qualify for tax-free and penalty-free withdrawals of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take plance after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes..
Income Tax

Investment Management
Nelson entered the financial services arena with Prudential in 1983 and was affiliated with them for several years specializing primarily in employee benefits. In the early 1990's, Nelson created Holland Financial Services, Inc. which incorporated his employee benefit practice with retirement and investment planning. Holland Financial Services, Inc. was founded in 1992 and our Registered Investment Advisory practice was created in 2004. We are dedicated to providing investment management and strategic wealth planning to individuals, couples, business executives and small business owners. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Mutual Funds
Bonds

Accounting Services

Financial Planning
Nelson is a native of Memphis Tennessee and is a University of Tennessee graduate with a B.A. and M.A. in philosophy and political science. He also holds the professional certifications of CLU and CHFC® -Chartered Life Underwriter and Chartered Financial Consultant from the American College; along with the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning. Nelson is also a Licensed Insurance Counselor in the State of Georgia.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Annuities
Long Term Care
Longer life spans can also translate into more health issues that arise in the process of aging. The federal government provides a safety net in the form of Medicare, however, it may not provide the coverage needed especially in chronic illness cases. Planning for long-term care, in the event of a serious disability or chronic illness, is becoming a key element of retirement plans today.
Asset Management
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
College Funding

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