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Financial Planning Services

Holland Capital Management offer a variety of financial services. We can help you plan for financial goals - retirement planning, investment management, college saving, estate planning and more.

We provide assistance in the following areas:


  • Common Stock
  • Preferred Shares
  • Mutual Funds
  • Corporate Bonds
  • Municipal Bonds
  • Government Securities (T-Bonds, T-Notes, T-Bills)
  • Limited Liability Corp (LLP)

Financial Planning

  • Retirement Plans
  • IRAs (Traditional, Sep, Roth, Simple)
  • Tax Plans
  • 401(k) Plans
  • 403(b) Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Annuities
  • Life Insurance
  • Long-Term-Care Insurance

Areas of Specialty 

  • Financial Planning
  • Portfolio Management
  • Estate Planning 
  • Retirement Planning

To learn more about our firm and financial planning services, please call (541) 956-4200

What are your financial concerns?

A financial planner can:

  • Assess your current financial health
  • Develop a realistic, comprehensive plan designed to meet your goals
  • Help you put your plan into action
  • Monitor the progress of your plan and help you stay on track

Our professional advisors and staff have more than 50 years of combined experience in financial services. Holland Capital Management can help you plan for financial needs for today and for many years to come. We look forward to working with you through all stages of your life.

Holland Capital Management
Financial Planners and Investment Advisors in Medford and Grants Pass, Oregon