Holman Wealth Management, based in Chandler, Arizona, is a financial advisory firm founded by Trey Holman in 2020, dedicated to helping clients design and implement confident financial strategies for retirement. With a background in financial services since 2007, including experience at Edward Jones and Mass Mutual, Trey Holman brings expertise in investments, annuities, life insurance, disability insurance, and long-term care. The firm offers a range of services tailored to individual needs, such as retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, life insurance, tax-efficient strategies, long-term care planning, and IRA legacy planning. Holman Wealth Management operates as an Investment Advisory practice through AE Wealth Management, LLC, a Registered Investment Adviser, and also offers insurance products. They emphasize a personalized approach, hosting community seminars on retirement topics and providing resources like the “6 Keys to a Happy Retirement” guide to support clients in achieving their financial goals.