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JAMES R. HOLT, CFP

900 E. 96th Street, Ste. 300
Indianapolis, IN 46240
Phone:
  • 317-574-1800
Fax:
  • 317-469-2500

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Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Financial Advisor
Registered Principal
Registered Representative



Welcome!



What, exactly, is involved in setting financial goals?  There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider goal considerations to be more than spreadsheets and time tables.



As a financial advisor, my goal is to help you make informed decisions about issues that affect your financial well-being to help you achieve financial freedom.



I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to help take you where you want to be.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck