About Us |
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Rob Holman | Managing Partner
Rob Holman has been in the financial industry for over 35 years, working with individuals to help create a personalized income strategy for retirement. He is currently the owner and CEO of Dason Wealth Management. A company that gives Rob the freedom to access specialized products that will meet the needs of every individual.
Additionally, Rob has a long history of business management. He has owned and operated several of his own businesses and managed hundreds of representatives in 11 states. He spent many years working in the banking industry both here and abroad, specializing in international investments and banking. Some of his other titles also include Senior VP of a national financial services firm and Principle of his own mortgage brokerage. He and his wife Robyn, yes Rob & Robyn, live in AZ. They have 5 children, 9 grandchildren and a slew of animals including horses, dogs, chickens and a turtle. He is an avid golfer and a newly 2 handed bowler. He enjoys traveling and vacations but also appreciates a quiet night home in front of the TV. He is outgoing, fun and a great listener. Rob has a genuine concern for others, including their financial wellbeing. As he himself grows closer to retirement age he has shifted his focus to helping others secure their retirement future. “There’s a time in life to gamble in the market and the time is NOT when you retire!” -Rob Holman |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Sequence of ReturnsUnderstand why the ups nd downs of the stock market can have such devastating affects on your retirement IF you're drawing income.
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
605 W Know Rd. Ste. 210 Tempe, AZ 85284 |
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EMAIL
[email protected] |
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CALL US
(844) 354-7233 |
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