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Robert L. Holland, Jr., CFP®

Life Transition Planners, INC.

7631 Shaffer Pkwy
Suite A
Littleton, CO 80127-3011
Phone: (303) 933-6226
Fax: (720) 881-2651

Toll-free: (800) 926-3302
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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
NFP Securities, Inc.
Broker-Dealer Disclaimer
CERTIFIED FINANCIAL PLANNER TM (CFP®) practitioner, as authorized by the Certified Financial Planner Board of Standards

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.