Hollar Financial Group
(828) 256-3200
cauton@hollarfin.com
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A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. Terry Hollar has the option to work with four different custodians: Fidelity, Schwab, TD Ameritrade, and Pershing, ensuring that you receive the absolute best advice and guidance for your unique situation. As part of his commitement to you, Terry Hollar is also able to do business with the following insurance companies:
- Acacia
- Allianz Life and Annuity
- American General
- American National Insurance Company
- Ameritas
- ANNEXUS
- Assurity Life Insurance
- ATHENE Insurance and Annuities
- AXA / Equitable Life Insurance Company
- Bankers Life Insurance Company
- Colorado Bankers Life Insurance Company
- Gerber
- Gleaner Life Insurance Society
- Jackson National
- Jefferson National
- John Hancock
- Lincoln National Life
- Lincoln Benefit Life (LBL)
- Mass Mutual
- Minnesota Life
- National Guardian Life Insurance Company
- Nationwide Insurance
- Pacific Life
- Pharmacists Life Insurance Company
- Principal National Life
- Protective Life Insurance
- Prudential
- Reliance Standard
- Reliastar
- Savings Bank Life Insurance Company
- Security Life of Denver
- Sentinel Security Life
- Transamerica
- Voya Financial
- Union Central
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan please feel free to contact me. We will set up a time to meet to review your needs and address any questions you may have.