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Holly Kylen

Holly Kylen

Founder | Financial Advisor

Holly Kylen began her practice in 1986 and as a financial advisor, she tailors products to help develop sound retirement and pension plans for individuals and companies. Holly focuses on helping employers design defined contribution programs that help employees realize the necessity of retirement planning and that empower them to actively participate in their employer's plan. With individual clients, Holly takes time to evaluate and understand her client's short-term and long-term needs to create effective financial planning strategies.

Holly holds FINRA Series 7, 63 and 65 registrations and has completed the Life Underwriter Training Counsel Fellowship. She is licensed in Life, Accident and Health Insurance and utilizes her experience to uncover her clients financial concerns and offer education and understanding.

From Holly:

"As a financial planner I was amazed at how many individuals would come into my office, hand me their 401k enrollment booklet and ask, "What should I do?" At their company's open enrollment meeting, all they were told was to either go through the booklet or visit the web site. Often, they couldn't understand half of the information they received.

I realized that my advisors and I needed to reach out to the employers that really wanted to help their employees plan and save properly for their future retirement. That we needed to work with those businesses and their owners to develop open enrollment meetings that would educate their employees on their benefits - meetings that would explain in plain English the realities of saving for retirement. Informing these employees on the ins and outs of their 401(k) plans would help motivate them to map their path towards creating a successful retirement and they then would fully appreciate the benefits their employer was giving them."