Your Personal Connection to Financial Solutions
Robert Holland founded Asset Minders, Inc. in 1994. The firm works with individuals, families and businesses to create, build and preserve wealth. Asset Minders is completely independent, so our loyalty belongs exclusively to our clients—not to a parent company.
We take a disciplined approach by defining your financial goals, setting realistic objectives and creating, implementing and monitoring your investment plans. We act as your core advisor, coordinating services with your tax and estate planner.
Our professionals have over 40 years of financial services experience. We believe in joining our clients on their side of the desk to provide them with comprehensive information and service. We look forward to being your personal connection to financial solutions.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you find it hard to attain personal life goals, there’s an app for that!
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Building wealth requires protection from the forces of wealth destruction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.