About Us

Connect

See if we're a fit

Capitalism Versus Social Activism

Holistic Planning clients meeting
Holistic Planning clients meeting

Learn how a Holistic Plan helps you manage your money more effectively.

Book a Call
Google Reviews

5.0

  • Rating Star #1
  • Rating Star #2
  • Rating Star #3
  • Rating Star #4
  • Rating Star #5

(66)

Learn more about the asset management industry and why your best interests might not always be represented. Discover what drives large investment companies to push for social activism in corporate boardrooms, and why such initiatives can sometimes result in proxy voting that doesn’t necessarily benefit shareholders or investors.

Watch Now:

Taylor Pankratz, CFP®

Taylor founded Holistic Planning after seven years at Edward Jones and Raymond James to offer clients greater value. A CFP® and Accredited Asset Management Specialist℠, he brings a practical, commonsense approach to financial advice. He lives in Nacogdoches with his wife and two sons and enjoys coaching, golf, woodworking, and cooking.

Start planning better.

See if we’re a fit

Subscribe for useful financial insights. (And a bit about us)