Estes Holland Group
Trusted money management & sophisticated financial planning for families & institutions.
Director, Financial Advisor
Vice President, Financial Advisor
Senior Vice President, Advisor
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 |
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.
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.
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.