Top-Notch, Individually Tailored Financial Services

Hollis Hardiman, CDFA®

Helping clients navigate various life transitions, providing financial guidance during periods such as divorce, loss of a spouse, and the exciting journey towards retirement.

Divorce Planning

I possess the knowledge and expertise to address the unique challenges that arise during the entire divorce process. Empowering you to make informed decisions about your financial future.

Widowhood

I will help you manage financial legacies by guiding you through essential tasks such as establishing proper documents, implementing wealth transfer plans, seek to optimize charitable giving, and providing qualified corporate trustee services.

Investment Strategy

I can provide comprehensive financial strategies, including strategic asset allocation, tactical allocation strategies, and better positioning asset location for tax-efficient investing, alongside implementing a taxable savings strategy and efficient cash management.

Executive Planning

I will tailor tools to seek to optimize the financial well-being of those in executive positions ensuring they make informed decisions for their financial future in regards to executive compensation, retirement plans, stock options and equity awards.

How I Guide You Through Life's Journey

My mission is to deliver exceptional service and practical financial expertise to my valued clients. Whether it's investment management, tax strategy, risk management, or estate plan design, I am well-versed in all areas of financial planning, ensuring my clients have a comprehensive approach tailored to their needs.

As a Certified Divorce Financial Analyst (CDFA), I specialize in helping individuals navigate the financial aspects of divorce. I assist my clients by analyzing and providing insights into the financial implications of divorce settlements, including asset division, alimony, child support, and tax considerations, to ensure fair and informed financial decisions during this challenging process.

I firmly believe in building a support team of divorce professionals, including attorneys, mediators, and therapists that can help my clients make the best decisions during these emotional times. While being part of the support system with the attorneys and mediators, I am able to guide my clients their short-term and long-term options. As a child of divorced parents, I witnessed firsthand the consequences when sound financial decisions are not made.

In 2015, I co-founded Divorce Resource of CT, providing monthly divorce workshops to help women navigate the complicated process of separation and divorce. I take great pride in helping my clients pursue their lifestyle and retirement goals. With a focus on personalized service, I utilize my hands-on experience and genuine passion for what I do to build lasting relationships with my clients.