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
Court of the Table

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

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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