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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Five creative (and inexpensive) ideas for motivating your employees.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How long does a $20 bill last?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This checklist can give you a quick snapshot of how prepared you are.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?