You Have Dreams. We Have Experience.

Planning for Individuals and Families

The decisions you make today have a profound impact on your family’s financial future tomorrow. That’s why you need a dedicated professional with your best interests in mind.

Your dreams matter to us, and our business is helping you make them a reality.

Financial Strategies

  • Life, Disability Income, and Long-Term
    Care Insurance and Planning
  • Investment Management Strategies
  • College Education Funding Strategies
  • Goal Planning and Budgeting
  • Asset Protection 
  • Income Tax Strategies

Retirement Planning

  • Retirement Planning

  • Individual Retirement Accounts (IRA)

  • IRA and Investment Rollovers

  • Annuities

  • Distribution Strategies

  • Social Security Valuation

  • Cash Flow Planning

Estate Planning

  • Estate Tax Mitigation Strategies
  • Wealth Transfer Planning
  • Charitable Giving Techniques

Planning for Businesses

We take your success personally. That’s why we offer comprehensive business solutions that save you time and money. At Cool Hollow Financial we help business owners plot a sound path through each phase of their business from a dream, to startup, expansion, acquisitions, and sale. Different businesses need different strategies. That’s why Cool Hollow meets you where you are. Our customized solutions build a foundation for your future. 

Business Protection Planning

  • Business Valuation
  • Entity Structure 
  • Business Action Plan
  • Insurance Review
  • Liquidity Planning and Analysis

You built your business from the ground up, so protecting it is our top priority! Start turning your business plans into action; download the ten most important questions to ask yourself as a business owner.


Cool Hollow Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

Growth and Expansion Planning

  • Goal Planning
  • Employee and Executive Benefits
  • Employee Retention Strategies
  • Compensation and Benefit Packages
  • Employee Stock Options

Start your personal growth and expansion plan today! Click here to download free tips and strategies for effective business planning.

Business Succession Planning

  • Exit Strategies
  • Buy-Sell Funding Options
  • Legacy Planning
  • Transition Planning
  • Estate Equalization


Making the decision to retire, exit, or transition from your business is hard enough without the overwhelming workload related to it. Understand your options so you can make the right decision for you, your family, and your business; start today by downloading this handy guide.

Strategic Tax Planning

  • Income Tax Assessment
  • Tax Mitigation Strategies
  • Coordination with Your Accountants and Attorneys
  • Cost basis planning
  • Transfer of value tax strategy


Taxes are difficult enough, let us help you work through your options to plan for the current and prepare for the future. Our Team, in coordination with experienced accountants and attorneys, will be with you every step of the way to create a strategy you are comfortable with.