Traversing the road to retirement together, one step at a time.

 

Managing money can be a complicated business, and it's hard to feel confident that you are making the right decision. It’s our job to give you confidence in investing by making the most of the money you worked hard for. Through our methodical approach to financial, tax, and estate planning, we provide you with all the tools necessary to confidently move into your bright future.

THE TEAM TO TRUST

Your money is yours, let us help you make the most of it.

Greg Holzer

Greg Holzer, CFP®

LPL Financial Planner

Brandon Leeder

Brandon Leeder

Operations Manager & Administrative Assistant

Jacob Hostetler

Jacob Hostetler

Marketing Director & Administrative Assistant

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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