Retirement feels better when your plan works for you.
Our integrated investment and protection strategies are crafted to power your real life.
Your Financial Life,
ļ»æFinally Working Together
No more guessing which fund belongs where or whether you're on track. We coordinate your 401(k)s, IRAs, accounts, and policies into one clear retirement strategy—with income mapped throughout, taxes minimized, and nothing left to chance.
Retirement Clarity
See exactly where your retirement income comes from, when it arrives, and how long it lasts.
Tax Optimization
Strategic planning keeps more money in your pocket and protects what you pass along.
Coordinated Strategy
Every account, policy, and investment working toward the same goal—not competing against each other.
When your savings, assets and investments feel scattered,
ļ»æyour decisions can too.
You have worked hard, saved faithfully, and watched the balances grow. Yet the questions surrounding retirement remain.
Questions you may have:
“Do I really have enough to retire?”
“How do I pay myself without running out?”
“What about taxes, RMDs, and healthcare?”
Our goal is to help close the gaps with an all-in-one investment and protection strategy—so the only surprise is how much clearer everything feels.
We start with your goals, then help design a plan to achieve them.
Near-retirement decisions are too important to wing. We have a disciplined process for turning your real-world goals into a coordinated plan across five pillars: Retirement Income, Investment Management, Insurance and Protection, Legacy, and Financial Planning.
Step 1
Discover
We start by listening. You share when you want to retire, how you hope to spend your time, and who matters most. We discuss income needs, healthcare, travel plans, and legacy goals.
Step 2
Build
We design a coordinated strategy across investments, income, and protection. That includes portfolio design, Social Security timing, guaranteed income options, and tax-aware moves like Roth conversions.
Step 3
Harmonize
Every account gets a clear job: growth, income, stability, protection, or legacy. No orphan assets or silos—just a unified plan where all five pillars work together.
Step 4
Adapt
Life changes. Markets shift. Tax rules evolve. We meet regularly to review your plan and explain adjustments in plain language—so you always know what's happening and why.
Holman Wealth Management is a Dave Ramsey SmartVestor™ Pro.
Many of our clients discover us through Dave Ramsey's SmartVestor program. If you follow Ramsey's approach—getting out of debt, building an emergency fund, and investing for the long term—you may want an advisor who understands those principles.
Why SmartVestor?
As a SmartVestor Pro, Trey works with people who value personal responsibility, long-term investing, and clear guidance. We help you apply these principles to real-life retirement decisions—so you're not connecting the dots alone.
Our Approach
Meet Trey Holman, your guide through the high-stakes years.
Trey Holman founded Holman Wealth Management to provide families, pre-retirees, and retirees with clear, disciplined strategies they can understand and stick with. His focus is simple: help you make wise, well-timed decisions with what you have been given, then stay with you as life unfolds.
Trey has helped clients and other advisors with retirement planning since 2007, including experience at a Fortune 500 brokerage firm, a Fortune 100 insurance company, and a boutique financial planning firm before launching Holman Wealth in 2020.
He holds a Series 65 investment adviser registration and life and health insurance licenses.
He earned his Bachelor of Science in Finance from the University of Phoenix and lives in Gilbert with his wife and children.
Outside the office, Trey values family, faith, and the occasional 1980s movie or soundtrack.
When you work with Trey, you get a guide who listens first, maps out your options, and explains each step in plain English.
We’re here to help answer all of your retirement questions.
It starts with a short, no-cost clarity call with Trey Holman.
We keep it simple and focused on you.
In about 20 minutes, you will get:
· Your retirement gap snapshot
· A preview of your roadmap
· Clear next steps if you want them
There’s no pressure and no obligation. Just a chance to ask questions, see where you stand, and decide if our process is a good fit for you.