The Holt Law Group, P.C. 7075 W Bell Rd, Suite 1 Glendale, AZ 85308 623-334-6800 Prospective Client Contact Form Existing Client Contact Form Map to Office Location We attempt to answer all fax and e-mail inquiries within 48 hours of submission if received during the business...Read More
A proper and comprehensive Wealth Preservation and Asset Protection Plan should include the following: An Asset Inventory A thorough asset inventory includes the fair market value of the asset at the time of the inventory, the location of the asset, and any receipts or other...Read More
Our mission is to help our clients: 1) Understand the necessity of having a comprehensive wealth preservation and asset protection plan; 2) Enjoy the many benefits of a well designed estate and financial plan; 3) Capitalize on financial opportunities while minimizing tax liabilities; and 4) Protect assets so that they, in turn, can protect and care for their family, both now and in the future.
We attempt to answer all fax and e-mail inquiries within 48 hours of submission if received during the business week, exclusive of holidays. Please provide us with your phone number(s) if you would prefer a response by phone.
The Holt Group is a team of skilled and experienced professionals uniquely qualified to create your comprehensive wealth preservation and asset protection plan. The Holt group is also affiliated with professional Certified Public Accountants, tax strategists, broker-dealers, and investment advisory firms.
We approach our client’s needs by first conducting a team evaluation of the case in order to ensure that the best possible options are presented for consideration by you, and we thoroughly explain the consequences of each choice you may have with respect to any particular component of your plan. The Holt Group specializes in serving high net worth persons such as medical professionals, entrepreneurs and business executives.
A proper comprehensive wealth preservation and asset protection plan includes the following basic architecture: