Who We Help
Would you trust an inexperienced doctor to perform major surgery on your child or spouse? Your answer is likely no. In a similar light, would you entrust your hard-earned financial resources to a novice financial advisor?
That’s where we come in. Investment selection and financial planning are daunting concepts for many people. We can help you navigate this complex financial environment and guide you towards prudent, responsible decisions that will benefit your family for years to come. As an active CERTIFIED FINANCIAL PLANNER™ professional at Premier Wealth Management Group, advisor Steve Hollis offers comprehensive wealth planning services. He is held to rigorous ethical standards and has completed extensive training and experience requirements. He understands the challenges of this changing financial landscape and will make suitable recommendations in your best interest. To read more about the CFP® certification process and the “Four E’s”, please refer to this link on the CFP Board website.
Several of our clients are recent retirees or near retirees who have saved from an early age and are looking forward to a secure retirement. In fact, we serve many mid to high level professionals from larger corporations like Boeing, Monsanto, and AT&T. With the average life-span lengthening, our clients ask the BIG question: DO I HAVE ENOUGH TO RETIRE?
Whether married or widowed, these clients have lived within their financial means for years and can now start dreaming about some of their legacy and philanthropic goals. Below are some of the goals we have most recently heard from clients, and we have the tools to help implement them:
Legacy / Other
- Maximizing Social Security benefits and retirement income
- Partially funding my grandchildrens' college education
- Providing $500,000 to my son upon my death
- Taking one nice vacation each year for the next ten years
- Giving appreciated stock to my favorite charity
- Setting up a charitable gift annuity
- Including a charitable bequest in my Will
“You can never cross the ocean until you have the courage to lose sight of the shore.” – Christopher Columbus