Listed In: Investment Services Firms
For 33 years, Hollis has helped business owners and their families navigate life’s important financial choices. Having grown up in a family business, he draws from deep personal experience to craft an integrative approach for entrepreneurs. His focus is on the big picture, aligning business… For 33 years, Hollis has helped business owners and their families navigate life’s important financial choices. Having grown up in a family business, he draws from deep personal experience to craft an integrative approach for entrepreneurs. His focus is on the big picture, aligning business value, personal wealth, tax and estate considerations into one cohesive strategy.A holistic method is the heart of Hollis' work. He asks clients, “What is this wealth meant to do?" to guide them in a long-term vision for their wealth — education, philanthropy, opportunity. He and his team then create a custom plan designed to help protect what clients have built and provide for their meaningful legacy. Read more
Business Hours
M-F 8:30am-4:30pm, Sa-Su Closed (Web Conferencing)
Services
Financial Advising, Investment Management, Investment Funds, Stock Broker
Specialties
401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Languages
English
8945 N Meridian St, Ste 200, Indianapolis, IN (1810 Km Away)