Wealth Management

Wealth Management
We specialize in advanced investment strategies that assist you in building your fortune. These strategies are specifically designed to increase your returns not matter what the market conditions are. Gone are the days of losing money in a down market. Can your brokerage do the same?
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Retirement Planning

Retirement Planning
We can help with your retirement planning.  As a consumer today, you must do what’s best for you and your family, while protecting yourself financially.  Let us help you make sure you DON’T OUTLIVE your money. 
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Tax Planning

Tax Planning
We can help with your tax planning. Unlike many other insurance websites you may have come across, We will NEVER sell your information. That means you get fast and accurate quotes without any hassle. Along with convenience and security, we offer amazing tax planning strategies to assist you in keeping more of your hard-earned money.
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Meet The CEO: Terry Holman

Tax Planning Terry Holman

With 40+ years of experience, Terry Holman strives to help high net worth individuals and business owners develop financial and tax planning strategies to achieve their short and long-term goals.  Our team is dedicated to superior service and consistent financial planning.  We want you to keep more of what you have earned.

Advanced Tax Planning Strategies

Holman Financial Solutions also prides itself on providing goal oriented, advanced financial and tax planning strategies. Each is customized to assist you in retaining more of what you have worked hard to earn.  We do this with a conservative approach and original tax strategies with a goal to reduce what you send to the IRS.  We can also help you with financial planning strategies that are designed to be opportunistic in good times and defensive in bad times. Please contact us to find out more information and or to speak with Terry and the team!