Holland Capital Management, LLC’s Post

🌟When you’re successful, you work hard and want to relish the good things in life. But at the same time, you probably want to work toward achieving real financial independence. That requires intensive planning and help from specialists to make sure your tax planning, estate planning, and asset protection are all helping you achieve that goal. At Holland Capital Management, we specialize in helping successful people achieve these goals and make their dreams a reality. Learn about our process in a complimentary consultation to see if we can help you achieve your goals! 💡🛤️💰 https://lnkd.in/eXKhN5ct

Looking to take your business to the next level? 🤔 Let's craft a customized financial roadmap that drives success. 🚀 Schedule a meeting with us to unlock your business's full potential! 🌟 https://lnkd.in/ezxd8eTR

Let's kick off this week with something a little different: Finance FAQs 💰 Since becoming a Financial Advisor, I've noticed a handful of questions that tend to be asked repeatedly when I mention my work - so let's talk about them! Each week going forward, I'll share a frequently-asked finance question, a straightforward answer, and any other helpful information / context to help you demystify the process of working with a Financial Advisor. Q: Alright, what's this going to cost me? How much do you charge for a meeting? A: The only cost to meet with me is your time. Yes, really! If I am actively managing assets for you, there is a percentage-based fee (usually around 1%), and of course, if you have an insurance policy with me, you'll still need to pay the premium. However, when you invest your hard-earned money with me to help you achieve your financial goals, it remains yours. My job is simply to help you put that money to work for you. What are your burning finance questions? Drop them below, or schedule a complimentary consultation (nope, I don't charge for those either!): https://lnkd.in/dJv9XWxY

💡 A financial professional is an invaluable tool for anyone looking to make their money work for them. IF You're stressed out by finances You're going through a difficult time  You're making major life decisions You're worried about retiring confidently  You're in debt You want reassurance You're getting serious with a partner  You're navigating a certain level of wealth or complex finances Let's chat! https://lnkd.in/ga-vpN_8

We all have goals and dreams and things we’d like to pursue. Sharing yours with your financial professional opens up the opportunity for them to share knowledge and resources that gives you confidence. https://lnkd.in/gQx9_9pD

Short-Term Alternative Investments That Deliver Did you happen to know that CGW has some exclusive Short-term, high-value alternative investments that are changing the game for financial advisers and wealth managers? Want to know more? At CGW, we’ve developed exclusive short-term investment solutions designed to give partners the flexibility and results they need. These are more than financial products. They’re opportunities to provide real growth for clients without the long wait. Our partners consistently see high returns with alternatives like real estate, litigation funding, private debt, and sustainable investments. What’s the most significant value short-term investments to offer your clients - let me know what you are seeking in short term fixed income solutions? Please feel free to reach out or indeed book a short discussion by following this link: https://lnkd.in/gkKrwvCE

Do you have a clear snapshot of where you are with your finances? One that tells you exactly where you stand and identifies key steps to reach your goals? If you’re unsure, let’s complete a Financial Snapshot Review. This review will offer clarity and insight into your progress towards achieving your financial goals. We’ll gather and analyze your financial information to create a detailed statement that highlights your strengths, identifies areas for improvement, and uncovers opportunities for growth. This comprehensive review includes 2-3 meetings where we conduct: • Initial Consultation: Gather all necessary financial information and discuss your financial goals and concerns. • Assessment Review: Present and explain your detailed financial statement and analysis, highlighting key findings. We then discuss actionable steps based on the analysis, address any questions, and set up a plan for tracking your progress. • Optional Follow-Up: Provide further support as needed and make light adjustments to your plan accordingly. Gain clarity and confidence with insights that help you track your progress and make informed decisions. Contact me today to schedule your review for a flat one-time fee of $300. 719-602-1221 shari@createwealth.com https://lnkd.in/gK_9NkJa

Three Best Pieces of Advice:

I take care of what you value most

The passive investor might consider a 20% annual return on Multi-Family add value. There is not cashflow until rehab completed. Cashflow (8% pref) continues until stabilized. Property is refinanced and investors receive return and are out. This could be a nice compound return by investing in their next Multi-Family with ALL the funds. $100K at 20% annual would turn to a $1,821,545 in 20 years by reinvest ALL. Think of starting this up in your Roth account so by the time you are 50-60, you would have a cushion to beat inflation. Start Today. Don't miss on the time value of money. Calendly.com/peggybeau to learn more. #Financial Freedom #realestate #educate