We Customize Your Financial Future With Confidence.

Prepare. Plan. Prosper.

Prepare.
Plan.
Prosper.

Who We Are

Cool Hollow Financial is a holistic financial planning company with a mission to inspire our clients to make informed decisions financially for the enrichment of their families, their businesses and their communities. We are more than just financial professionals, we are consultants, confidantes, coaches, and experts. We’re ready to share our knowledge and experience with you, so that you can achieve your personal and professional goals. Together, we help you design personalized financial strategies and solutions that give you real skills for real world applications.

  • Lack of resources
  • Lack of financial knowledge
  • Lack of intentional financial planning

Let us take the stress and confusion out of your finances by creating custom solutions designed with YOU in mind above all. We’ve found that businesses and personal lives are often hindered by these key factors:

Your Personal Financial Plan

Building a family can bring financial uncertainty and insecurity, whether it’s marriage, parenthood, education, or retirement. Cool Hollow Financial is here to help your family prepare for your financial future, and build a secure tomorrow. As you navigate through life’s complexities, our team would be honored to walk with you every step of the way and help you prepare for a more secure tomorrow.

Your Business Financial Plan

When it comes to running a business, no two days are the same. Cool Hollow Financial meets your business where it is, from startup to expansion, to maturity or final exit, each phase has its own set of challenges and considerations. We are your holistic partner through these challenges, guiding you on your path to success. Cool Hollow Financial helps you strategically prepare for whatever may come your way; your financial security is our business.

What We Do

  • Individual and Family Financial Planning

    Creating Clarity in Unpredictable Times

  • Comprehensive Business Planning

    Helping Business Leaders Strategically Plan Ahead

  • Life Insurance Strategies

    We Help You Plan for Whatever Comes Your Way

  • Tax Planning*

    We do Tax Strategy. You do Life

  • Wealth Management

    Build a Legacy of Financial Security

* Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.

Finances Don’t Have to Be Complex, Here’s Our Process

Connect

Sit down with us; discuss where you are today and where you want to be financially.

Assess

Review your current and future financial needs with our personalized (retirement) analysis.

Strategize

We work together, creating a strategy to meet your short and long-term goals.

Create

Let our team handle the rest!

Connect

Sit down with us, discuss where you are today and where you want to be financially.

Assess

Review your current and future financial needs with our personalized (retirement) analysis.

Strategize

Work together, creating a strategy to meet your short and long-term goals.

Create

Let our team handle the rest!

Our Awards

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Advisor

0

Top 125 Advisors for broker-dealer

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Top 2% Advisors for broker-dealer

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Awarded top 40 under 40