Services Offered

Hollen Financial Planning, Ltd., is a financial planning and Registered Investment Advisory firm headquartered in Reno, Nevada. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals, families and retirement plans.

We work with people from all walks of life, providing Fee-Only financial planning and advice.  Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Hollen Financial Planning can help you along the way.

Individual Objective Advice

Hollen Financial Planning, Ltd. provides financial advice on a Fee-Only basis to individuals, families and retirement plans.  Asset management is also available.

Fee-Only planning is a special sub-set of Financial Planning. Compensation is received only from the client. There are no incentives to sell commission products.

Asset Management is a choice available for those who prefer to delegate the actual management of all or part of a portfolio.  Hollen Financial Planning has access to low-cost, institutional mutual funds. A discount broker is used as a custodian. These funds, along with other offerings, can be used to construct globally diversified portfolios.

Your financial objectives may include:

  • Create and preserve personal wealth
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Second Opinion on Investments or Current Financial Plan

Click Here to schedule your no-obligation Get Acquainted Meeting.

Remember, you don't have to have a fortune to start building one.   Why not get started today?

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4741 Caughlin Pkwy. Suite #3
Reno, NV 89519
(775) 827-0670
Fax: (775) 827-6481
E-Mail Joe
E-Mail Karen