JAMES R. HOLT, CFP

CONNECT

Address:

900 E. 96th Street, Ste. 300
Indianapolis, IN 46240

Phone:

317-574-1800

Fax/Other:

317-469-2500

Jim Holt Associates

JIM HOLT ASSOCIATES

 

Providing Business & Personal Insurance, Investments and Financial Planning 

FINANCIAL SERVICES

Financial Goals

Investment Strategies

Risk Management

Tax Efficient Strategies

Retirement Considerations

Estate Evaluation

Business Continuation

Education Funding Strategies

Charitable Gifting Strategies

FINANCIAL PRODUCTS

Stocks and Bonds

Mutual Funds

Annuities

Life Insurance

Disability Income Insurance

Executive Fringe Benefits

Employee Qualified Plans

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

BUSINESS INVOLVEMENT

Financial Planning Association

Financial Service Professionals Society

National Assn. of Insurance & Financial Advisors

Financial Advisors Political Action Committee

COMMUNITY INVOLVEMENT

Chamber of Commerce

Kiwanis International

Economic Development Foundation

Mental Health Association

United Way

Family Y

Salvation Army

First United Methodist Church

PERSONAL INFORMATION

Resides in Fishers with wife, Deb. Their children, Jason and Shana, reside out of state

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