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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.