Holland Column

Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed concerning specific securities are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual's situation and only where Holland Advisory Services is registered or exempt from registering. Investment advisory services are offered through Holland Advisory Services, Inc., a registered investment advisory firm. Insurance products are offered through Holland Insurance Services, Inc. Tax return preparation services are offered through Holland Tax & Accounting Services, Inc.  These companies are affiliated with Holland Financial, Inc. 

David D. Holland, CPA and Steven Tacinelli, CPA can serve as trustee, successor trustee, trust protector, and/or personal representative (executor) for clients' estates. These services are provided by David Holland and/or Steven Tacinelli in their respective individual capacities. David Holland also offers general estate planning guidance. Neither Holland Financial, Inc., nor its affiliated companies, is a trust company or bank. Accordingly, estate and trust services are separate and distinct from the financial services available from Holland Financial, Inc.'s affiliated companies. Neither Holland nor Tacinelli is an attorney and neither provide legal advice nor prepare legal documents. Clients and prospective clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning or any specific legal problem or matter, including the documents they may need to accomplish their objectives.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.