RETIREMENT VISIONS

CONNECT

Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

Salvatore Holt

Salvatore Holt

Founder & Managing Partner

Sal Holt is Founder and Managing Partner of Holt Financial Group, LLC and Retirement Visions.  Sal began his business career upon completion of serving 7 years in the U.S. Air Force while supporting the MAC worldwide mission in two continents. After returning to the U.S., he began his business career building a multi-million dollar enterprise which was sold in the late 1980’s. In 1989, he began his Financial Service career where his focus was helping other business owners and individuals like himself. He has always upheld the concept of doing what is in the best interest of the client. Sal and his team of financial advisors build and manage their own portfolios serving their clients for outcome based objectives.

Sal currently serves clients and is licensed in over 34 states and oversees 6 branch offices in the states of Texas and Illinois.  His practice also serves two credit union brands with 13 branches. His practice is in the top tier of advisors in the SagePoint Financial, Inc. Broker-Dealer system.  Mr. Holt holds securities licenses, Series 6, 63, 24, 26, and 65 and Insurance, Variable and Group one licenses. The main office is located in Boerne, Texas. The Illinois office is in Gurnee, 35 minutes northeast of Chicago.

Holt Financial Group has a mobile office concept and uses a Motorhome equipped with technology to fully operate and visit clients and offices in other locations.

Sal was raised in Southern California (North San Diego County) and has 4 children and 6 grandchildren.  He is married to Susan Holt who also is employed with the firm and serves as Director of Operations and Markets. Sal enjoys playing golf, travelling in the Motorhome to parts unknown, playing and collecting guitars and of course hanging out with “the kids”!  

Holt Financial Group has been serving clients since 1989.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck