General Info

At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives. Our goal is to help you to maximize the value and minimize the risk for your assets. We are committed to keeping you informed and educate you with the key information beneficial to your financial and health care future. As an associate of National Financial Partners Corp., an independent national financial services company, we believe our responsibility is to provide access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex personal and business financial decisions clients make. Three of the areas we help our clients with are **Investment Management** *Mutual Funds *Annuities *Professional Portfolio Management *Stocks and Bonds *Retirement Plans **Financial Planning** *Retirement Planning *Estate Planning *Insurance Planning *Business Planning **Insurance** *Life *Health *Disability