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Our Services

RETIREMENT PLANNING/GAP ANALYSIS
What percentage of your current income do you hope to have available at retirement? Where will those dollars come from? Will your current strategy meet those retirement needs? These are just a few of the questions that we can help you answer. We will guide you toward your financial goals through prudent and strategic planning and disciplined Investing. 

BUSINESS OWNER CONSULTING
Lending, Owner/Key-Person Risk analysis and protections, Business Valuation, Business Continuation Planning, Multi-generation Planning and Consulting, Business Transition Planning, Owner Exit Strategies. 

FOUNDATION/ENDOWMENT FIDUCIARY
We work with Institutional Clients to carry out their fiduciary responsibilities. The Hollander Group can help boards and committees decide on asset allocation, define strategy, implement the strategy with appropriate investment managers and monitor on an on-going basis. Both Tricia and Teri are Accredited Investment Fiduciary™ (AIF®) certificants in addition to CFP® CIMA®, and CPWA® designees. 

PORTFOLIO MANAGEMENT
You have taken many important steps to create your investment portfolio. World events, economic issues and personal challenges can affect the status of your portfolio. Our goal is to help you protect your assets through strategic portfolio structuring and management, including the use of alternative investment strategies. Portfolio management is an important step in growing and protecting your wealth. 

TAX MINIMIZATION STRATEGIES
You work hard for your money and deserve to keep as much of it as possible. Taxes play a large part in each of the three phases of a well-thought-out financial plan: Accumulation, Preservation, and Distribution. That's why an integrated tax management plan is vital to the success of your overall wealth strategy. Working with your tax attorneys and accountants, we can apply tax-minimization strategies in an approach that is guided by your overall wealth management objectives and within Internal Revenue Service guidelines.* 

ESTATE STRATEGY PLANNING & IMPLEMENTATION
Interested In leaving a legacy for your heirs? We can work with you and your attorney to establish a plan. We also offer the services of Hilliard Lyons Trust Company, LLC to provide trust and estate planning service to protect your assets and minimize costs to your beneficiaries. We can work with you and your tax advisor to help structure your plan with tax efficiency and evolving regulations in mind. 

RISK MANAGEMENT
Peace of mind is a valuable commodity. Protecting your family and your assets from unforeseen harm is a precautionary step that cannot be avoided. Insurance and other strategies can help protect your most valuable assets. 

COLLEGE PLANNING
College costs are continually on the rise. Today's tuition rates may pale in comparison to future costs. Planning early can help to ensure that your children or grandchildren's educational future is well funded. 

 




*Although Hilliard Lyons may make known to its clients tax efficient products or strategies, the firm does not offer tax or legal advice.  Please consult your tax advisor or attorney before making decisions that may affect your tax or legal situation.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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