Robert "Doc" Holliday Email & Phone Number

I will work with you to insure you have the right retirement strategies in place. I believe the best time for you to implement your retirement strategy is when you start your 1st retirement account whether you are involved in a 401-K or 403-B plan where you work, or if you are self employed.No matter if you are getting ready to contribute to your first 401-K or 403-B account with your current employer, if you are retired, or getting ready to retire, I am available to help you with your retirement accounts. I can assist you in determining your risk tolerance and then help you select the appropriate investments and monitor your retirement accounts regardless if you are in the accumulation phase or the distribution phase. Should you have old IRA, 401-K, or 403-B accounts with previous employers or are getting ready to change jobs, I can show you your options and give you the guidance you need to help you meet your retirement goals.I will employ a conservative philosophy in assisting you with your retirement accounts. I believe strongly in protecting your principal and the investments and the strategies I employ reflect that philosophy. I can help you reach your financial objectives by implementing solid investment strategies. Depending on your risk tolerance and objectives, to meet your goals, I could use stocks, etfs, mutual funds, bonds, managed money, annuities, real estate investment trust or life insurance. I am looking forward to hearing from you. We can meet in person or do a webinar over the computer.

Listed skills include Fixed Annuities, Investment Strategies, Wealth Management, Retirement Planning, and 14 others.