Mark A Holder, CLU®, ChFC®, CFP®
Wealth Management Advisor


Imlay & Holder Wealth

What do you live for?

We don't think you should have to wait to live a full, happy life.  When you're in control of your time and money and start realizing your financial goals, planning looks less like planning and more like living. Our goal is to provide you a sense of security and the freedom to live the life you’ve dreamed of. By matching your needs with world-class insurance services and internationally recognized investment vehicles, we will do our best to help you protect and provide for those people you care about most.

Mark Holder


Welcome 

I invite you to review the information on this web site. You can access your accounts, read articles and try out various calculators to help you determine your future needs.

If you have any feedback or questions, please email me at: mark.holder@nm.com, or call directly at: (913) 748-0596.

 


6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.