FREE LIFE INSURANCE QUOTE
Enter your date of birth to get started.
As a calm, caring, organized professional, I assist in your life goals and incorporate that vision into a comprehensive financial plan with honesty and integrity. Services Include Independent and Confidential Personal Financial Planning concerned with: More detail
Our disciplined investment philosophy toward the achievement of our clients' goals involving a balanced investment approach between income and growth utilizing a diversified group of highly rated Professional Money Managers.
I am working together in partnership with my clients, my staff, HollisWealth® a trade name of
Investia Financial Services Inc. and all other independent financial service product providers. I am
committed to personal service and professional excellence for each client every day.
“Gary has always shown great care and concern for our financial well-being. By taking a comprehensive view of our finances, Gary has prepared us for a lucrative retirement, and has positioned our estate to minimize income tax. Gary has developed a financial plan that meets our unique needs.”
“Circumstance does not make the man, it reveals him to himself.” (James Allen) “Being affluent is not a luxury, but a necessity in the future.” (Richard Worzel, CFA)
HollisWealth®, a trade name of Investia Financial Services Inc., does not provide income tax preparation
services nor does it supervise or review other persons who may provide such services.
HollisWealth®, is a trade name of Investia Financial Services Inc.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments.
Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions.
Consult your personal tax and legal advisor before investing.