Founder & Managing Partner
Sal Holt is Founder and Managing Partner of Holt Financial Group, LLC and Retirement Visions. Sal began his business career after 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.
Sal currently serves clients in over 28 states and over sees branch offices in Texas and Illinois. His practice is in the top tier of advisors within SagePoint Financial, Inc. Mr. Holt holds securities licenses, Series 7, 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. He also is honored to serve on Sagepoint's Management Advisory Council.
In order to serve our clients in other states, Holt Financial Group has a mobile office 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 7 grandchildren. He is married to Susan Holt who serves as the firms Director of Operations and Markets. Sal enjoys playing golf, traveling in the Motor-home to parts unknown, playing and collecting guitars and of course hanging out with “the kids”!
Holt Financial Group has been “serving clients since 1989.”