1224 West Wooster Street
A Bucket Plan to Go with Your Bucket List
Answering life's big financial questions can prove to be a daunting task. How do we protect our investments? How do we draw income and access our funds? With the ever-increasing complexity of the marketplace,it is often hard to discern the best financial solutions without the knowledge and guidance of an expert to walk you through the process.
Carleton “Holly” Hollister came to Savage and Associates in 2001. His primary focus is financial and investment strategies for those 50 and over. He begins working with clients to prepare them for retirement, and then walks with the clients through the important transitions in their lives. Utilizing assets to provide needed income is a key strategy that he uses to benefit his clients. He is driven toward meeting the needs and goals of his clientele.