Broker Check

Powell & Company, LLC

Download Our Complimentary
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

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.