JAMES R. HOLT CLU, ChFC, AEP, CFP®

Financial Services Representative
Financial Advisor
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 so you can 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 take you where you want to be.