Broker Check
 Adam  Estes

Adam Estes AAMS®, QPFC®

Director, Family Wealth Advisor

Michael  Holland

Michael Holland CFP®, EA®, CPWA®

Vice President, Family Wealth Advisor

 David  Estes

David Estes

Senior Vice President, Advisor

Our Personalized Services Focus on Your Needs, Wants, & Long-term Goals 

Net worth & cash flow summaries for goal setting & budgeting purposes | Retirement income planning, including the role of Social Security & retirement plan distribution strategies | Tax-efficient planning for work & investment income | Saving for a child’s higher education | Ensuring that survivors are provided for, protecting against a disability, or funding the costs of long-term medical care | Estate taxes & their impact on wealth-transfer goals |

<p>Financial Planning</p>

Financial Planning

We work hand in hand with our Certified Financial PlannerTM professionals to create a personalized roadmap, based around your needs & goals or those of your family, to help build long-term financial stability.

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<p>Trust &#38; Estate</p>

Trust & Estate

Working in collaboration with Baird Trust Advisors, we assist you in building your legacy. Whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.

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<p>Retirement Solutions</p>

Retirement Solutions

The Estes Holland Group serves as independent consultants in Retirement Plans. Along with great attention to the needs of the plan, we also assist our clients with their fiduciary responsibilities.

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Questions? Need more information? We want to hear from you!

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