Retirement Planning Process - The Holland Financial Standard

The Holland Financial Standard

Our Interview and Consultation is about getting to know each other. We feel strongly about educating our clients from day one. This includes giving you information about who we are, what we do, and how we do it. You will become acquainted with the services and products we offer for Retirement Planning. Your completed Confidential Questionnaire and supporting financial statements are the starting point for your plan. These items, which we gather at this first meeting, will assist us in determining how we can be of service to you.

Once our planning team has reviewed all of the information you have provided, we are ready to meet again to discuss your Financial Analysis. Our analysis examines each component of your current portfolio to determine if improvements can be made. At this time we also begin looking at what changes (if any) can be made to assist you in achieving the financial future you desire.

At our Retirement Planning & Recommendations meeting, we will present you with your customized Retirement DreamBuilder Plan. This full-color, bound booklet is produced by our in-house planning team and contains the options and approaches we feel will help improve your current financial situation.

At Implementation, we prepare all the paperwork necessary to put your Retirement DreamBuilder Plan into place. No need for you to fuss with the details, we take care of everything, including closely monitoring the set up of your new accounts.

Welcome to the Holland Financial family! New Client Orientation will introduce you to our Senior Vice President of Investments and your Client Service Representative. You will also be presented with a binder and CD that contain your policy(s), advisory agreement, and paperwork. Now it’s time to sit back, relax, and let us take care of the rest.