Holden Wealth Management Corp.

Focusing On Growing and Protecting Your Wealth


At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives. Our goal is to help you to maximize the value and minimize the risk for your assets. We are committed to keeping you informed and educate you with the key information beneficial to your financial and health care future.

As an associate of National Financial Partners Corp., an independent national financial services company, we believe our responsibility is to provide access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex personal and business financial decisions clients make. Three of the areas we help our clients with are

Investment Management
 

  • Mutual Funds
  • Annuities
  • Professional Portfolio Management
  • Stocks and Bonds
  • Retirement Plans
     

Financial Planning
 

  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Business Planning
     

Insurance
 

  • Life
  • Health
  • Disability 



Holden Wealth Management

631 N. Walnut St.

Bloomington, IN 47404

Tel: 812-336-0149
Fax: 812-336-0660
Email: joshua@jholden.com 

 

 

 

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →