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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.