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

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

More Newsletters →