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.