CRAIG HOLM
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About the Financial Advisor
As a comprehensive financial advisor and Chartered Retirement Planning Counselor (from the College of Financial Planning), Craig works with clients in the six key areas of financial planning, with an emphasis on retirement planning.
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Education and Designations
- St. Cloud State University, Bachelor's Degree, Finance
- CRPC® – Chartered Retirement Planning Counselor
- Registered Investment Advisor Representative – Focus Financial
- Series 7 - General Securities
- Series 66 - Uniform Combined State
- Life, Health, Disability and Long-Term Care Insurance
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SERVICES & EXPERIENCE
Craig helps clients in the selection and management of investment and insurance products through a comprehensive financial planning process. Services included but not limited to:
-Working closely with you to develop a realistic plan that helps achieve your vision of the future.
-Utilizing a disciplined investment approach to pursue investment results within the risk levels at which you are comfortable.
-Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
-Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock and stock purchase plans.
-Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.
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PERSONAL
Outside of the workplace, Craig enjoys tennis and traveling. Most importantly, he enjoys spending time with his wife, daughters, son, and their families.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
