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Our Services

We provide assistance and planning services in the following areas:

Financial Planning
  • Financial Independence Planning and Projections
  • Retirement Account Allocation Planning
  • College Planning
  • Estate Planning
  • Insurance Needs Analysis
Professional Alliances

We provide referrals in the following areas:
  • Tax Planning and Preparations
  • Legal and Estate Planning
  • Property and Casualty Insurance
  • Banking Products
Investment Management
  • Mutual Funds
  • Institutional and Trust account Asset Management
  • Traditional, Roth, SEP, SIMPLE IRAs
  • Solo 401(k)s
  • Variable Annuities
  • Section 529 College Plans
Insurance
  • Life Insurance
  • Long Term Care
  • Fixed Annuities
  • Disabilty Income Insurance
  • Life Settlements
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Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with Kestra IS or Kestra AS.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Holden Wealth Management Corporation is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with Holden Wealth Management Corporation. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.