Weekly E-Newsletter

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Investor Market Report

and Economic Analysis


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

6-10 bullish)

Economic indicators moving the market

Changes in rules effecting

retirement accounts

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 finance issue?

Free Offer


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

Get ideas for improvement

Learn the rules for making your choices

Financial Plan


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 planis being created, then a


Actionable steps to improve your situation

Thereafter, optional ongoing financial planning at $35/mo. for up to 12 months

Includes employer

retirement account advice

For clients unable to place $50,000

with HWM at this time

Ongoing Financial Planning

Every month

Valid for up to 2 years

For clients who have completed

the 1 yr. 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

Wealth Management

A Fee of

1% of Assets

Every year

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



income taxes,