The Holben Group offers both fee-only investment advisory and flat rate or hourly financial planning services; all tailored to help individuals, families, and corporations reach their vision. We offer:
Investment and Wealth Management
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Independent, unbiased investment advice |
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Investment policy development and implementation |
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Risk tolerance measurement and consultation |
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Asset allocation strategies - design and implementation |
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Investment manager search, selection and monitoring |
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Portfolio rebalancing and tactical re-weighting of asset classes |
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Expense analysis and policy development |
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Quarterly performance reporting |
Financial Planning and Advisory Services
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Retirement planning and modeling |
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IRA's/401K investments and rollovers |
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Cash flow planning |
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Balance sheet consultation |
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Personal financial statement development and maintenance |
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Financial risk and debt management |
Estate Planning Advice and Design
Philanthropic Planning
Income Tax Planning and Reporting
Wealth Preservation and Asset Protection Planning
Other Services
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Private equity services: including, but not limited to, investment and capital structure evaluation, debt-financing evaluation, assistance with budgeting and forecasting, exit-scenario evaluation and business operations review and consulting |
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Negotiation/assistance with respect to corporate acquisitions and divestitures |
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Consultation on specific financial and insurance issues |
If you have questions or uncertainties concerning your financial future in any of these critical areas, it is essential for us to sit down and examine potential issues today...before costly delays adversely affect the financial outlook of your tomorrow. |
