The Holland Group Retirement Wealth Advisors

The Holland Group Retirement Wealth Advisors Nearly 30 Years in the Tampa Bay Area. Helping Thousands of Families with Retirement Planning, Wealth Management, Estate Planning, & Tax Planning.

At The Holland Group, we help clients with six key areas that all work together to help you shape the future you desire. We believe in consolidating our services all under one roof, from investment strategies, to tax planning, to estate planning, which are all important aspects that help your overall financial plan thrive.

🇺🇸 Happy Labor Day from The Holland Group!🇺🇸Today, we celebrate the dedication, hard work, and contributions of workers ...
09/07/2026

🇺🇸 Happy Labor Day from The Holland Group!🇺🇸

Today, we celebrate the dedication, hard work, and contributions of workers everywhere—including our incredible team.

We’re grateful for the people who show up each day with purpose, commitment, and a genuine desire to help others work toward a more confident financial future.

Labor Day is also a great reminder that the work we put in today can help create greater opportunities for tomorrow.

From our team to yours, Happy Labor Day! We hope you enjoy a well-deserved day of rest, time with loved ones, and a chance to recharge. ❤️

09/06/2026

More money doesn’t always mean more financial security.

A strong investment strategy should balance three fundamentals: liquidity, safety, and performance.

The goal isn’t to take bigger risks just because you have more assets—it’s to make sure your money is positioned to support your goals at every stage of life.

Want to learn how to balance these three fundamentals in your portfolio? Let’s talk.

📞 727.724.3334

09/05/2026

What if the biggest risk to your retirement isn’t the market—but how long you live?

When preparing for retirement, we often think about reducing taxes, managing inflation, and protecting our portfolios from market risk.

But there’s another risk that deserves just as much attention: longevity risk.

Living into your 80s, 90s, or beyond means your retirement income may need to last for decades. And the longer you live, the more important it becomes to have a strategy for generating reliable income and managing your assets over time.

A successful retirement plan shouldn’t just ask, “Do I have enough to retire?”

It should also ask:

“Will my money be able to support me for as long as I live?”

Planning for longevity today can help you feel more confident about the years ahead.

Market volatility can feel unsettling—but market ups and downs are a normal part of investing. The more important questi...
09/05/2026

Market volatility can feel unsettling—but market ups and downs are a normal part of investing. The more important question is: How could those fluctuations affect your retirement plan?

For someone approaching or already living in retirement, a market decline can have a different impact than it does during the accumulation years. That’s because you may be relying on your savings to generate income while also managing everyday expenses.

That’s why retirement planning should look beyond average investment returns. It’s important to consider:

📉 Market volatility: How much fluctuation can your portfolio withstand?

💵 Income needs: Where will your retirement income come from if markets experience a downturn?

⏳ Timing: When will you need to access your savings, and how long will your money need to last?

🛡️ Risk management: What strategies could help manage the impact of market declines on the assets you’ve worked hard to build?

You can’t control what the market does—but you can take steps to understand your exposure to risk and build a retirement strategy designed around your goals.

The goal isn't to predict the next market move. It’s to make sure your retirement plan is prepared for different market environments.

Retirement planning isn’t just about growing your savings—it’s about understanding and preparing for the risks that coul...
09/04/2026

Retirement planning isn’t just about growing your savings—it’s about understanding and preparing for the risks that could impact your financial future. 📊

Here are 3 things to know about market risk before retirement:

☑️ Market declines are normal. Market fluctuations are part of investing, but how you respond can make a difference.
☑️ Timing matters. A significant market downturn early in retirement can have a lasting impact on your income and savings.
☑️ Your strategy matters. Having a thoughtful retirement income strategy can help you navigate market volatility with greater confidence.

The goal isn’t to predict the market, it’s to have a plan that’s designed for your retirement goals.

Are you prepared for the next market downturn? Let’s talk about building a retirement strategy that helps you stay focused on the future.

A successful retirement starts with more than a number—it starts with a plan built around what matters most to you.Our p...
08/28/2026

A successful retirement starts with more than a number—it starts with a plan built around what matters most to you.

Our process begins with three important steps: Discover. Evaluate. Plan.

We take the time to understand your goals, evaluate where you are today, and identify opportunities to build a personalized strategy around your retirement vision. Because when it comes to your financial future, guessing isn’t a strategy.

Whether retirement is right around the corner or still years away, having a clear plan can help you move forward with greater confidence.

Ready to start the conversation? Reach out to The Holland Group Retirement Wealth Advisors today.

📞 727.724.3334

Retirement budgeting isn’t just about knowing how much you’ll spend today, it’s about preparing for the expenses that ca...
08/27/2026

Retirement budgeting isn’t just about knowing how much you’ll spend today, it’s about preparing for the expenses that can change over time.

Here are 3 common retirement budgeting mistakes to avoid:

❌ Ignoring Healthcare Inflation

❌ Underestimating Out-of-Pocket Costs

❌ Failing to Review Coverage Annually

The goal isn’t to predict every expense, it’s to build a retirement plan that can adapt when things change.

A thoughtful retirement strategy considers healthcare, income, taxes, and your lifestyle so you can spend your retirement with greater confidence.

📩 Have questions about preparing your retirement budget? Contact The Holland Group Retirement Wealth Advisors to start the conversation 📲 727.724.3334

08/25/2026

We recently had the pleasure of hosting a Client Appreciation Market Outlook & Wine Tasting event, an opportunity to step outside the office, enjoy some time together, and have a meaningful conversation about today’s markets. 🍷

We were joined by Tom Siomades, CFA, Chief Market Economist with AE Wealth Management, who shared his market perspective with clients whose modeled portfolio strategies aligned specifically with the evening’s discussion.

More than anything, we cherish opportunities like these to spend time with our clients beyond the conference room: connecting, learning, and enjoying a great lunch and evening together.

Thank you to everyone who joined us!
​- Steve & Elizabeth Holland

08/21/2026

Consistency is at the heart of what we do. 💙

The values Steve and Elizabeth built The Holland Group on are carried forward by every member of our team — ensuring every client receives the same trusted, thoughtful experience, no matter who they work with.

That’s the Holland Group difference. 🤝

How much should retirees budget for healthcare? 🏥Healthcare can be one of the biggest—and most overlooked—expenses in re...
08/20/2026

How much should retirees budget for healthcare? 🏥

Healthcare can be one of the biggest—and most overlooked—expenses in retirement. From Medicare premiums and out-of-pocket costs to prescriptions, dental care, and potential long-term care needs, the right number will look different for everyone.

That’s why healthcare shouldn’t be an afterthought in your retirement plan. It should be part of the assumptions you make *before* you retire.

Guessing is not a strategy. Planning is.
Are your retirement projections accounting for future healthcare costs?

Address

2637 McCormick Drive Suite #101
Clearwater, FL
33759

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 4:30pm

Telephone

+17277243334

Website

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