Financial Services

Polan & Hollis Financial Services offers a new, proactive approach to financial planning in addition to our traditional accounting and tax practice. We now offer a full range of financial services, including investment services, financial planning, estate planning and insurance products including life, health and long term care. These practice areas help our clients acquire, preserve, and pass on wealth at the lowest possible cost in taxes. This expansion allows all aspects of the clients financial affairs to be coordinated in a way that maximizes the available planning techniques. These services are offered on either a comprehensive basis or as unbundled, a la carte services.

Polan & Hollis has established a strategic alliance with The L. Warner Companies, Inc. This combining of talents allows the client to receive levels of service we think are superior to those available to the general public.

To learn more about The L. Warner Companies, Inc. please visit their website @