Holland Tax Preparation

Financial Independence Planning

130 Buck Road, Suite 103
Holland, PA 18966

Business Description

Comprehensive financial planning - including:
Initial discussion of the clients goals & objectives.
Review of current assets, liabilities, income and
expenses, investments, life insurance, and long-term care insurance. Preparation of a financial plan including recommendations relating to changes or additions to investments and insurance (if needed). We use mutual funds and annuities (fixed & variable) to provide our clients with the best products suited to them. We do not deal with individual stocks or ETF's. We are independent reps so we are not tied in
to any one company or source. We are looking for long-
term relationships - not product sales. We specialize
in 401(k) and pension plan rollovers.
Tax preparation & planning - including:
All individual, business, or fiduciary tax returns.
We represent clients at IRS audits. Bookkeeping and
financial statement preparation are also available.

General Information

Name:  Barry Blatt
Fax:  215-3649486

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