The Holland Group

Tel: (727) 724-3334
2637 McCormick Drive Suite #101
Clearwater, FL 33759

Your retirement may be 20-30 years of unemployment!

The Holland Group, Retirement Wealth Advisors LLC | Financial Advisor in Clearwater ,FL


About The Holland Group, Retirement Wealth Advisors LLC

Our mission is to help our clients make the best decisions for
their investments, income tax and estate planning needs.

When developing a financial plan for your future, it's important
for your financial professional to see a complete, 360-degree
view of your financial picture, including how your retirement
assets are integrated and work with one another.

35 Years of Experience



General Information

Firm Start Year:   1997
No.of Employees:   5-9
Number of Years with Current Firm:   35
Work Experience:   100 years of cumulative wealth management industry
experience.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Insurance , Annuities , Mutual Funds , Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Stocks , Mortgages & Real Estate
I can meet clients in the following ways:   At my office


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Stop Soldier Suicide
Habitat For Humanity
Everyday Hero Project


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   250000.00
Compensation Methods:   Flat Fee , Based on Assets



Faqs

  • What services do you provide? What are your specialties? The Holland Group specializes in Financial Planning, Tax Mitigation and Estate Planning Strategies.
  • Do you provide a free initial consultation? Yes, our initial consultation will be at no cost.
  • Why should I choose you as my financial advisor? The Holland Group specializes in Wealth Planning. With our proven record for 35 years, our seasoned advisors are fiduciaries and always looking out for the clients' best interest. Unlike traditional brokerage firms, we are independent and unlimited with our investment recommendations and operate in a true fiduciary capacity without any conflicts of interest.
see more
The Holland Group

The Holland Group


Steve Holland has been Tampa Bay's trusted advisor for over 35 years. The founder of The Holland Group Retirement Wealth Advisors, he helps retirees and pre-retirees protect and grow their wealth.

Steve has delivered over 1,000 financial workshops, educating serious investors and teaching other financial advisors the importance of identifying portfolio risk through diversification, tax minimization and comprehensive estate planning. Steve and The Holland Group Retirement Wealth Advisors have been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters and many other publications.

see more

My Services


Retirement Planning

It's the event you've been waiting for since the day you first opened up our first savings accounts-retirement. How will you choose to use this important time? Do you have some preferred destinations around the world where you would like to travel? A good savings plan is vital if you want to achieve your retirement. You should know how much money you will have to use and stay away from financial trouble. If you want to make the best retirement choices, The Holland Group is the place you need to call.


Estate Planning & Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust will avoid probate upon your death. To learn more about trusts and how they may benefit you, please consult a qualified estate planning attorney that specializes in these matters.


Tax Planning & Mitigation

In the U.S., we have entered an environment of rising taxes. That's why it's important now, more than ever before, to incorporate tax planning into your portfolio and all of your financial decisions. Investing in a tax- deferred vehicle means your money will compound interest for years, unfettered by income taxes, allowing it to earn interest at a faster rate. While very few investments avoid taxes altogether, many allow you to defer paying them until retirement when you may be in a lower tax bracket.


My Team


Elizabeth Holland

Elizabeth Holland


President

President of the company, Elizabeth Holland has been a partner with Steve for over 30 years. She has a very diverse background in the financial and insurance industry, beginning in 1980 in the Regulation and Compliance Department at the home office of the Equitable Life Insurance Company in New York City. She has also worked with actuaries on the fiduciary side and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with the National ...more

Roy Claggett

Roy Claggett


Financial Advisor

Roy is from the Tampa area, and has been practicing retirement planning for 9 years. Roy has extensive background in the financial and insurance industry as well exceptional knowledge of the Florida Retirement System (FRS). Roy graduated from the University of Florida with a degree in finance and statistics and has many strong ties to the State of Florida. Family is very important to Roy, he likes to spend much of his free time golfing or fishing with his Father. He also is an avid s ...more

Raman Singh, CFP

Raman Singh, CFP


Associate Advisor

Raman has been servicing clients in the wealth management industry since 2010. Raman is a Certified Financial Planner and currently works as an Associate Advisor for The Holland Group.

Rachel Landon

Rachel Landon


Case Design Manager

Rachel's role at The Holland Group is to make sure your visit is exceptional. She has been a part of The Holland Group family since 2010, leading all employees and assisting them in their daily tasks. She also supports our advisors in portfolio design, development, and research. Rachel coordinates all client events and banquets. She dedicates immense detail so each event is enjoyed by our guests. In her spare time, Rachel enjoys traveling, kayaking and golfing. She has two beautiful da ...more

William Lovelace

William Lovelace


Attorney

Bill has worked with The Holland Group since 1994. He not only serves as the firm's client attorney but also serves as Steve and Elizabeths personal attorney. His credentials include a BBA in accounting, a J.D. in law and an LL.M (Master of Laws) in taxation. His areas of expertise include elder law, Medicaid planning, wills, trusts, durable power of attorney, living wills, probate administration, trust administration, asset protection, limited liability companies, charitable foundat ...more

Communities Served

Apollo Beach Belleair Beach
Clearwater Clearwater Beach
Crystal Beach Dunedin
Gibsonton Holiday
Indian Rocks Beach Largo
Lutz New Port Richey
Odessa Oldsmar
Palm Harbor Pinellas Park
Port Richey Saint Petersburg
Seminole Tampa
Tarpon Springs Bradenton

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:30 PM

Compensation Arrangements

Check Visa
MasterCard American Express
Discover

News & Events


The Steve Holland Financial Hour
When: 07/01/2018
Details:WFLA AM 970 Saturday, 9-10 a.m. Sunday, 1-2 p.m. WWBA AM 820 Saturday, 8-9 a.m. Tuesday through Friday, noon-1 p.m. ...more