Advice to make your next move count
Holden + Taylor provides comprehensive financial planning and wealth management strategies to individuals, families, business owners and employers. We are committed to curating a plan with our team to help you confidently take control of your financial future, securing your success and enjoyment of a balanced family and working life.
Who we serve
Our clients count on us to guide them through the complex details of tax and estate planning for their businesses, and their families. They know the right decision is about much more than the features and benefits of a product or a portfolio. It’s about the life they want to live, and how they protect it, invest in it, and create a lasting legacy to those who matter most in their lives.
We are honored to be chosen to help guide our clients in their financial lives – and they come first in all we do. Focused what’s best for clients, has us well positioned to deliver long-term growth and value to their financial goals. Their family, their business, and their legacy are safe here with our family.
Holden + Taylor Provides:
- Wealth Management
- Risk Assessment & Management
- Custom Financial Solutions
- Goal Exploration and Planning
- Tax Planning
- B.O.S.S. Business Owner Solutions & Strategies
- Estate Organization & Planning
- Access to our handpicked network of professionals for collaboration of your needs and services
Risk management & insurance
Part of a well-built financial plan is protection. Protection of yourself, your income, your family and your legacy. Participating in our process of discovering your need for coverage and the options available to meet that need helps you make and informed decision about your risk management plan design. We help you achieve the best protection for your premiums, we work hard to make sure that you understand what you have, what you should have, and what you can have (what is available). When we take a client on for insurance we have a long term relationship, managing beneficiary designations and plan design to ensure that your needs are met now and for your future.
Protect yourself, your income, your family and your business from unforeseen financial hardship.
Clients of Holden + Taylor are protected through
- Disability Insurance
- Critical Illness Insurance
- Life Insurance
- Child Life Insurance
- Child Critical Illness Insurance
- Buy-Sell Insurance
- Key-Man Insurance
- Health & Dental Insurance
Scott and Crystal have been a real asset for us. My partner and I want sound financial insights to stay educated on the most comprehensive programs that grow, protect and benefit our investments and our staff. Any entrepreneur looking to develop their company’s health and benefits’ vision should connect with Holden & Taylor to get a sense of what they can do for their business and family.