Business Hours

M-F 8am-5pm, Sa-Su Closed

Services

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

Email

staff@hollanderlone.com