Offers

Weekly E-Newsletter

Free Offer

Investor Market Report

and Economic Analysis

Includes:

​Market rating (0 - 4 bearish, 5 neutral,

6-10 bullish)


Economic indicators moving the market


Changes in retirement rules 


Free offers for new subscribers

Portfolio Assessment

Free Offer

 

Evaluate your holdings

 

Is the portfolio designed to meet YOUR objectives?​

Get an assessment of the risk of loss


Receive an explanation of what's done well

in the portfolio

Get ideas for improvement

Questions about a financial issue?

Free Offer

 

I would be happy to discuss your financial concern with you.  Please call me this afternoon after the markets close at 972-602-7032

Get ideas for improvement

Learn the rules for making your choices

Comprehensive
Financial Plan

$500

A one-time charge

 

We charge a one-time fee of $500

to create the plan, plus a $105/qtr. fee

for 1 year for ongoing planning

No additional charges while plan is being created, then ...

 

You receive actionable steps to improve your situation


Thereafter, ongoing financial planning help at $35/mo. and you may discontinue at any time.


Includes employer

retirement account advice


For clients unable to place $50,000

with HWM at this time

Ongoing Financial Planning

$35
Every month

Valid for up to 2 years


For clients who have completed the 

1 yr. comprehensive planning process

Complimentary and ongoing when your assets are managed by Holman Wealth Management

You may call us or email us with your questions whenever you have them

May discontinue at any time

Wealth Management
Investment Mgmt.

1% of Assets Managed

Starting at $1,000/yr. per $100K

for investment management

This is industry standard pricing

Example calculations:

  • a 1% management fee for $50,000

in assets = $500

  • 1% fee for $50,000 up to $500,000

in assets = $500 to $5,000​

Industry data suggests the average

investor benefit =

an additional 4% return after

the fee is deducted

We seek to do better


Receive help with

investments, retirement,

income taxes, wills,

 etc.