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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Rightsizing for Retirement
What does your home really cost?