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Holdeman & Associates
Financial Solutions

2529 S. Kelly Ave, Ste E
Edmond, OK 73013

Phone:

405-315-0627

Fax:

888-418-5960

E-mail:

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Preparing for that next step in life isn't always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, we promise you a new level of attention, insight and capability.

When you work with a us to design a suitable path for your financial future, your goals become our goals, which we strive to achieve together. We assist you in setting, monitoring and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation and distribution strategies.

Contact us to discuss your financial future.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Will you be able to afford nursing home care?

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck