There are a bewildering number of financial products in the market (and more every day), so choosing the ones that best meet your needs can be complicated and confusing. You need information from a trusted source to help you make informed decisions–after a frank assessment of your goals and needs.
Holdfast can help with :
- 401(k) retirement plans and Individual Retirement Accounts
- Taxable investment accounts
- 529 qualified tuition plans
- Annuities*
- Mutual funds, ETFs, ETNs, stocks, and stock options
- Certificates of Deposit*
- U.S. Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension plans
- Qualified Retirement Plans
- Charitable giving planning
- Life insurance, long-term care and disability insurance planning*
- Health Insurance Group health benefits*
* — not offered directly, consultation and/or referral only
