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At Holland Strategic Wealth Advisors, we work with a diverse range of clients, from individuals to business owners, providing customized financial planning solutions to fit every stage of life. Below are some of the strategic programs we offer, designed to guide you through your financial journey with confidence and clarity.

Project: Expedition & Big Wall Summits

For clients seeking full-service wealth management

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Project: Alpine Ascent

For clients in the early stages of wealth-building

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Project: High Altitude Summits

For clients approaching or navigating retirement

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Project: 8,000M+ Journeys

For experienced investors and high-net-worth individuals

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Which Program is Right for You?

Your financial journey is unique, and we are here to guide you. If you’re ready to take the next step, we can tailor one of our programs to fit your specific needs and goals.

👉 Fill out the form below, and we’ll reach out to schedule your initial consultation.

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Project: Expedition & Big Wall Summits

For clients seeking full-service wealth management

For those who prefer a comprehensive, hands-on approach to wealth management, Expedition & Big Wall Summits offers a full-service financial partnership. Whether you’re building wealth, optimizing investments, or structuring your estate, this program provides end-to-end financial oversight.

🔹 Investment Fee: Varies by assets
🔹 Financial Planning Fee: $3,600 - $36,000
🔹 Timeline: 12 months

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Comprehensive Financial Planning

A holistic, customized approach to managing wealth.

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Portfolio & Investment Management

Professional management of your investments.

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Tax Efficiency Planning

Strategies to reduce taxes and preserve wealth.

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College Planning

Preparing for future education expenses.

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Retirement Readiness & Income Distribution

Ensuring a stable and secure retirement.

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Estate & Legacy Planning

Structuring wealth transfer and charitable giving.

N

Financial Education Meetings

Ongoing insights to keep you informed.

N

Access to the HSWA Dashboard

Real-time insights into your financial picture.

N

Quarterly & Annual Reviews

Ongoing analysis and strategy updates.

Book Now!

Project: Alpine Ascent

For clients in the early stages of wealth-building

Starting your financial journey is like climbing the first peaks of a mountain—exciting, challenging, and full of opportunity. Alpine Ascent is designed for individuals in the accumulation phase of life, helping you build a strong foundation with smart financial habits and long-term strategies.

🔹 Project Fee: Starts at $3,600
🔹 Timeline: 3-4 months

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Cash Flow & Budgeting

Establishing a plan to manage expenses and savings effectively.

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Risk Management & Insurance Planning

Protecting what matters most.

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Investment Optimization

Building a strong investment strategy for long-term growth.

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Estate Planning Basics

Understanding the fundamentals of wealth preservation.

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Future Wealth-Building Strategies

Implementing tax-efficient and growth-focused financial plans.

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Project: High Altitude Summits

For clients approaching or navigating retirement

As you near the peak of your financial journey, High Altitude Summits ensures you're prepared for the transition into retirement and beyond. This program focuses on financial security, tax efficiency, and investment strategies to make the most of your wealth.

🔹 Project Fee: Starts at $4,800
🔹 Timeline: 3-4 months

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Retirement Readiness Review

Assessing financial preparedness for retirement.

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Tax Efficiency & Minimization

Implementing strategies to reduce tax burdens.

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Healthcare Planning

Preparing for medical expenses and long-term care.

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Social Security Optimization

Maximizing Social Security benefits.

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Income Distribution Planning

Developing a strategy for sustainable retirement income.

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Estate & Legacy Planning

Ensuring your wealth is passed on according to your wishes.

Book Now!

Project: 8,000M+ Journeys

For experienced investors and high-net-worth individuals

This advanced program is designed for financially sophisticated clients who require strategic guidance in investment management, tax efficiency, and estate planning. Whether you’re an entrepreneur, an investor, or a professional with complex financial needs, 8,000M+ Journeys provides the high-level expertise you need.

🔹 Investment Fee: Varies by assets
🔹 Financial Planning Fee: Starts at $7,500
🔹 Timeline: 2-6 months

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Portfolio & Investment Management

Managing and optimizing investment strategies.

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Tax-Efficient Investing

Minimizing tax liabilities while growing wealth.

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Real Estate Investment Strategies

Maximizing opportunities in property investments.

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Charitable & Planned Giving Strategies

Structuring philanthropy for impact and efficiency.

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Business Succession Planning

Transitioning ownership and leadership effectively.

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Business Income Strategies

Maximizing financial efficiency for business owners.

Book Now!