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Why Solutions Should Conform To Challenges, Not The Other Way Around

Taking a Human-Based approach means you do not have to decide which finaincial plan might fit you the best. The right plan is designed only for you.

Your Plans, Your Way

You may not be satisfied with the plans of another person or a template built on averages. You may have your own ideas of what you want and how you want to achieve it. It is these elements - the human elements - which are core in the creation of a proper Human Based individual plan.

The Time Element

The one element nobody can create for you is time. However, with the most customized plan, created for an individuals' specific goals, the time required to realize the benefit can be more efficiently managed to your schedule. In other words, a proper solution may be realized more quickly if it addresses the human individuals' needs.

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1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc.