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.
Helpful Content
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.