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Holladay Wealth Advisors

Our Services

Investments

Types of Investments

  • Stock, ETFs, Mutual Funds, Options

  • Bonds- Government, Municipal and Corporate

  • 3rd Party Money Managers

  • Alternative Investments (e.g., REITs, BDCs, Etc.)

  • Treasury Bills/Notes and Cash Instruments

  • Fixed, Indexed and Variable Annuities

Investment Account Types

  • Brokerage Accounts

  • Business Sponsored Retirement Plans

  • Education Plans

  • Traditional IRA

  • Roth IRA

  • Directly Held with Investment

Financial Planning

  • Goals and Personal Values Alignment Planning

  • Retirement

  • Insurance

  • Accumulation for Specific goals (New Home, Education, Etc.)

  • Simple and Complex Estate Planning

  • Forward Looking Tax Reduction Planning

  • Debt Management and Cash Flow Planning

  • Philanthropic/Gifting Planning

  • Education Planning

  • 401(k), 403(b) & 457 Planning

  • Executive Bonus and Compensation Planning

  • Social Security Income Planning

  • Real Estate Investment Planning

  • Relocation Planning

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Health and Medicare Insurance

  • Property & Casualty Review

Business Planning

  • Business Start Up Planning

  • Business Sponsored Retirement Plans

    • Profit Sharing (401k)

    • Defined Benefit (Pension, Money Purchase)

    • SIMPLE

    • SEP

  • Small Business Owner Planning

  • Executive Bonus and Compensation Planning

  • Employee Benefits Cost/Benefit Analysis and Planning

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