Holman Financial Planning
Holman Financial Planning offers financial planning, financial advisory, financial management, and tax preparation services. It is owned and operated solely by Justin Holman, CPA. I am dedicated to providing outstanding financial services at a substantially lower cost than anyone else. I can do this because I don't have any overhead. I will personally work with you to find out your goals.
I use a comprehensive approach to financial planning. I will examine all areas of your financial situation before developing a plan to reach your personal financial goals.
Investment Management Process
Determine your individual profile based on your time-horizon, level of risk tolerance, desired amount of return.
Maximize your returns based on your risk tolerance.
Carefully monitor both the return and the risk of each investment in your portfolio.
Make recommendations for rebalancing or repositioning of assets.
Who Should Consider Holman Financial Planning?
Individuals lacking the time, knowledge, inclination and temperment to "go it alone" in personal financial matters.
Individuals desiring an organized, structured and disciplined approach to their financial lives.
Individuals who are tired of paying high fees to other Financial Advisors.
Individuals who just need a tax preparation and planning.
Holman Financial Planning
(740) 632-3185
7409 Manor Creek Loop
New Albany, OH 43054
holmanfinancial@yahoo.com