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Our Services

The Hollander Group's experience and education allows us to work with a diverse group of clients to develop and implement advanced investment strategies and planning techniques. Our team approach allows us to leverage both internal knowledge and resources as well as external subject matter experts to help you meet your goals.

BUSINESS OWNER CONSULTING

Owner/Key-Person Risk analysis and protections, Business Valuation, Business Continuation Planning, Multi-generation Planning and Consulting, Business Transition Planning, Owner Exit Strategies.

FOUNDATION/ENDOWMENT FIDUCIARY

We work with Institutional Clients to carry out their fiduciary responsibilities. The Hollander Group can help boards and committees decide on asset allocation, define strategy, implement the strategy with appropriate investment managers and monitor on an on-going basis. Both Tricia and Teri are Accredited Investment Fiduciary™ (AIF®) certificants in addition to CFP® CIMA®, and CPWA® designees.

FAMILY WEALTH ADVISING

The wealth process consists of three steps: wealth creation, wealth preservation, and wealth distribution. The Hollander Group works with clients to navigate life and changes along the way.

  • PORTFOLIO MANAGEMENT

    You have taken many important steps to create your investment portfolio. World events, economic issues and personal challenges can affect the status of your portfolio. Our goal is to help you protect your assets through strategic portfolio structuring and management, including the use of alternative investment strategies. Portfolio management is an important step in growing and protecting your wealth.

  • RETIREMENT PLANNING/GAP ANALYSIS

    What percentage of your current income do you hope to have available at retirement? Where will those dollars come from? Will your current strategy meet those retirement needs? These are just a few of the questions that we can help you answer. We will guide you toward your financial goals through prudent and strategic planning and disciplined investing.

  • TAX MINIMIZATION STRATEGIES

    Taxes can play a large part in each phase of a financial plan. That's why an integrated tax management plan is vital to the success of your overall wealth strategy. Working with your tax attorneys and accountants, we can apply tax-minimization strategies in an approach guided by your overall wealth management objectives and within Internal Revenue Service guidelines.*

  • RISK MANAGEMENT

    Peace of mind is a valuable commodity. Protecting your family and your assets from unforeseen harm is a precautionary step that cannot be avoided. Insurance and other strategies can help protect your most valuable assets.

  • ESTATE STRATEGY & IMPLEMENTATION

    Effectively leaving a legacy for heirs can be complicated and emotional. Utilizing our financial planning and Hilliard Lyons Trust Company, LLC resources, we can help you and your attorney establish a plan. We can work with you and your tax advisor to help structure your plan with tax efficiency and evolving regulations in mind.

  • COLLEGE PLANNING

    College costs are continually on the rise. Today's tuition rates may pale in comparison to future costs. Planning early can help to ensure that your children or grandchildren's educational future is well funded.

*Although Hilliard Lyons may make known to its clients tax efficient products or strategies, the firm does not offer tax or legal advice. Please consult your tax advisor or attorney before making decisions that may affect your tax or legal situation.