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Monday 9:30am - 5:30pm Tuesday 9:30am - 5:30pm Wednesday 9:30am - 5:30pm Thursday 9:30am - 5:30pm Friday 9:30am - 4:30pm

The Holland Group Retirement Wealth Advisors

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United States
Clearwater, FL
The Holland Group Retirement Wealth Advisors

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Nearly 30 Years in the Tampa Bay Area. Helping Thousands of Families with Retirement Planning, Wealth Management, Estate Planning, & Tax Planning.

At The Holland Group, we help clients with six key areas that all work together to help you shape the future you desire. We believe in consolidating our services all under one roof, from investment strategies, to tax planning, to estate planning, which are all important aspects that help your overall financial plan thrive.

11/01/2026

Did you know you may be able to support your favorite charity directly from your IRA?

It's called a Qualified Charitable Distribution (QCD), and it's a charitable giving strategy worth understanding as you plan for retirement.

A QCD allows eligible individuals age 70½ or older to transfer funds directly from an eligible IRA to a qualifying charitable organization.

When properly executed, the distribution may be excluded from taxable income and can count toward your Required Minimum Distribution (RMD).

It's one way to align your generosity with your broader retirement strategy.

Swipe through to learn how it works and what you should know before making a QCD.

Have questions about incorporating charitable giving into your retirement plan? The Holland Group is here to help you explore your options.

📞 727-724-3334
🌐 thehollandgrp.com

10/31/2026

👻 The Ghost of Retirement Past is here to remind you: tomorrow comes sooner than you think!

It's easy to put retirement planning on the back burner when it feels so far away. But waiting too long can mean missing valuable opportunities to prepare for the future you envision.

The good news? It's never too late to start taking steps toward a more confident retirement.

Don't let "I wish I had started sooner" become your retirement story. Let's start planning for what's ahead!

📞 Call us at 727-724-3334 to start the conversation.

10/30/2026

Retirement is personal, and your retirement plan should be, too. ❤️

At The Holland Group, caring for our clients means looking beyond numbers, accounts, and investment strategies. From the very first conversation to building a retirement plan and navigating every milestone along the way, we make sure every decision is aligned with what matters most to you: your goals, your lifestyle, your family, and the future you envision.

Because we don't just plan for your retirement. We care about the life you're planning to live.

Your retirement deserves a strategy built around YOU. Let's start the conversation!

📞 Call us at 727-724-3334 or visit thehollandgrp.com to learn how we can help you plan for the retirement you deserve.

10/25/2026

Is your financial advisor truly on your team? 🤔

Choosing the right financial advisor is about more than investment returns. It’s about having a retirement strategy that considers your income, taxes, market risks, and long-term goals.

🎙️ In this episode of Retirement Success, Steve and Elizabeth Holland discuss 5 important questions every retiree and pre-retiree should ask their financial advisor. From understanding fiduciary responsibility and fees to preparing for market downturns and planning for the future, they explain what to look for in a financial partnership built around your retirement needs.

Because retirement planning isn’t just about growing your wealth. It’s about having a plan for how to use it.

🎧 Listen to the full episode:

▶️ YouTube: https://www.youtube.com//podcasts

🎵 Spotify: https://open.spotify.com/show/4BK8WFnNVNHaPhYqjoliMh

🍎 Apple Podcasts: https://podcasts.apple.com/.../retirement.../id182928788

📞 Call 727-228-6449 for a complimentary retirement review.

🌐 Visit askthehollands.com to learn more.

10/24/2026

🚨 THINK BEFORE YOU SEND.

At The Holland Group Retirement Wealth Advisors, we believe that limited cryptocurrency may (or in most cases) may not have a place in your portfolio. For those of you who do own crypto or are considering it, this is worth the read. Cryptocurrency transactions can be difficult or impossible to reverse once confirmed. If you send crypto to a scammer, recovering your money may be extremely difficult, and there may be no way to get it back.

Before sending any cryptocurrency, watch for these warning signs:
🔸 Promises of guaranteed returns or quick profits
🔸 Pressure to send money immediately
🔸 Unexpected messages offering investment opportunities
🔸 Investment platforms you haven't independently verified
🔸 Social media accounts encouraging you to invest or transfer crypto

Remember, scammers often use urgency and unrealistic promises to get you to act before you have time to think. Never rely solely on recommendations, links, or testimonials shared through unsolicited messages or social media. Research the platform independently, verify its credentials, and take time to understand the risks before investing.

Your financial security is worth protecting. When in doubt, pause, verify, and never send money under pressure.

📞 Have questions about your retirement strategy? Contact The Holland Group at 727.724.3334 to start the conversation.

10/23/2026

🚨 Would you spot this scam?

You receive a text that appears to be from your bank: “Suspicious activity detected! Click this link immediately to prevent your account from being locked.”

What should you do?

Scammers often use urgent messages to make you panic and act without thinking. Clicking the link could take you to a fake website designed to steal your login credentials or financial information. Never reply with account details or share verification codes through text.

Remember these simple rules:
🔒 Don’t click suspicious links.
🔒 Never share sensitive banking information by text.
🔒 Verify unexpected messages directly with your bank.

A little caution can go a long way in protecting your personal information and hard-earned savings. Share this reminder with someone who may benefit from it!

📞 At The Holland Group, we believe protecting your financial future includes staying informed about potential scams. Call us at 727.724.3334 to start a conversation about your retirement strategy.

10/18/2026

Are you prepared for the retirement you’ve always envisioned? 🌿

A confident retirement starts with a plan. Our complimentary Retirement Income Planning Checklist shares 10 key ideas to help you prepare for your financial future, including:

✔️ Planning for a longer life
✔️ Understanding why you may need one or more housing plans
✔️ Knowing what taxes could look like in retirement

Whether retirement is just around the corner or still years away, taking steps today can help you feel more prepared for tomorrow.

📘 Get your FREE Retirement Income Planning Checklist today!

👉 Fill out the form here: https://thehollandgrp.com/retirement-checklist-report/

📞 Have questions about your retirement strategy? Call The Holland Group at 727-724-3334.

10/17/2026

Thinking about investing? Take time to recognize the warning signs before putting your hard-earned money at risk. 🚩

Investment scams often rely on promises that sound too good to be true, pressure to act quickly, or details that don't add up. Before committing your money, watch for these red flags:

🔸 Guaranteed high returns with little or no risk
🔸 Pressure to invest immediately
🔸 Unclear investment strategies, fees, or risks
🔸 Credentials or registration that cannot be verified
🔸 Requests for unusual or difficult-to-trace payments

Remember, every investment carries some level of risk, and legitimate opportunities should allow you time to ask questions and do your research. Verify the investment and the person offering it before sending money, and be cautious of anyone who discourages you from seeking independent advice.

Protecting your retirement starts with making informed financial decisions. If an opportunity feels rushed or too good to be true, pause and investigate before you invest.

📞 Have questions about your retirement strategy? Call The Holland Group at 727.724.3334 to start the conversation.

10/16/2026

Retirement planning is about more than numbers. It’s about helping people feel confident, prepared, and excited for the next chapter of life! 🙌

At The Holland Group, we love sharing knowledge, answering questions, and helping people make informed decisions about their financial future. Because the more you understand your options, the better prepared you can be for the retirement you envision. 💚

Ready to take the next step toward a more confident retirement? Let’s talk!

📞 Call us at 727-724-3334 or visit thehollandgrp.com to learn how we can help.

10/12/2026

🚨 What if the biggest risk to your retirement isn't the market… but the decisions YOU make?

Even experienced investors can fall into costly traps that put their retirement savings at risk. From emotional investing and poor market timing to overlooking taxes and inflation, small mistakes today could have a big impact on your financial future.

🎙️ In this episode of the Retirement Success Podcast, Steve and Elizabeth Holland explore “Your Biggest Retirement Risk Might Be You: The Costly Mistakes Investors Make.”

Discover common investing mistakes, why they happen, and how having a thoughtful retirement strategy can help you make more confident financial decisions.

🎧 Listen to the full episode:

▶️ YouTube:
https://www.youtube.com//podcasts

🎵 Spotify:
https://open.spotify.com/show/4BK8WFnNVNHaPhYqjoliMh

🍎 Apple Podcasts:
https://podcasts.apple.com/.../retirement.../id182928788

💬 Is your retirement strategy protecting you from costly mistakes? Let's find out!

📞 Call today for a complimentary retirement review: 727-228-6449

🌐 Visit askthehollands.com

Address

2637 McCormick Drive Suite #101
Clearwater, FL
33759

Opening Hours

Monday	9:30am - 5:30pm
Tuesday	9:30am - 5:30pm
Wednesday	9:30am - 5:30pm
Thursday	9:30am - 5:30pm
Friday	9:30am - 4:30pm

Telephone

+17277243334

Website

http://www.thehollandgrp.com/

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