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.
|Firm Start Year:||1997|
|Number of Years with Current Firm:||35|
100 years of cumulative wealth management industry |
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|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
|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|
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.
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.
Case Design Manager
|Apollo Beach||Belleair Beach|
|Indian Rocks Beach||Largo|
|Lutz||New Port Richey|
|Palm Harbor||Pinellas Park|
|Port Richey||Saint Petersburg|
|Mon.||9:00 AM - 5:30 PM|
|Tue.||9:00 AM - 5:30 PM|
|Wed.||9:00 AM - 5:30 PM|
|Thu.||9:00 AM - 5:30 PM|
|Fri.||9:00 AM - 5:30 PM|
The Steve Holland Financial Hour
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