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Powell & Company, LLC

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Consumer Guide to Financial Planning

Consumer Guide to Financial Planning

Financial Planning, Asset Protection, and Insurance Services for All of Florida

Holly Powell is a CERTIFIED FINANCIAL PLANNER™ practitioner and an independent insurance advisor. With over 25 years of industry experience, she specializes in advising her clients on such topics as: how to preserve their assets and reduce their taxes, how to diversify their portfolio for growth and stability, and how to create more income for retirement. Holly is committed to the financial security of her clients. She is proud to provide exemplary customer service while displaying the highest standards of ethics and professional knowledge.

What is a Certified Financial Planner?

An individual who has earned the CFP® mark of distinction has met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards (CFP® Board). As a savvy consumer, you need to be aware that anyone can call themselves a “Financial Planner”—but not just anyone can use the CFP® mark of distinction.

Local Financial Planning Courses

Holly teaches financial planning courses at local educational institutions for the non-profit organization American Financial Education Alliance.

Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."