Your money

deserves better

Every Aspect of Your Financial Life. Our Team of Experts. Working Together For You.

RETIREMENT
PLANNING

We want your last day of work to be as exciting as your first. Our holistic approach to financial planning and money management will help you enter the next phase of your life with confidence. Whether you are just starting your career or about to call it quits, let us help guide you on your unique path to retirement and beyond.

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INVESTMENT
MANAGEMENT

Our investment philosophy is simple: Markets are efficient and you can’t time the market. We believe in balancing long-term growth with enough short-term stability so you can weather all market conditions.

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ESTATE & TRUST
PLANNING

You have ideas of what you want your money to do and the legacy you want to pass along, but creating the documents necessary to ensure that is uncomfortable and inconvenient. We leverage third-party software to deliver a streamlined experience, helping you maximize your impact now and well into the future.

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STRATEGIC TAX
PLANNING

We believe in helping our clients pay less in taxes and keep more of their hard-earned money. Our philosophy is to focus on paying the least cumulative taxes rather than worrying about paying less in any one specific year. Your single biggest expense in life is taxes, so why give the IRS a tip?

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INSURANCE & RISK
MANAGEMENT

No amount of planning can protect you from all the uncertainties of life but insurance is useful in protecting against worst-case scenarios. Of course, you hope to never need it, but you’ll be glad you have it if you ever do. We’re not insurance salesmen and don’t earn a commission, so we’ll never put our interest ahead of yours.

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CHARITABLE
GIVING

There are many ways to give, whether that’s through your time, knowledge, or assets. What matters most is that you are supporting causes and organizations that align with your values. We will help put you in a position to maximize your impact by ensuring you have a tax-optimized charitable giving strategy. Less money to the IRS means more money to charity.

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BUSINESS RETIREMENT
PLANNING

We know that your business is an extension of yourself and an integral part of your goals. We provide unique perspectives on both your business and how those decisions impact your wealth. We offer a variety of tax-advantaged, small-business plans and strategies for business owners, and their employees.

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The tax and estate planning information offered by Holistic Planning, LLC is general in nature.  It is provided for informational purposes only and should not be construed as legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation.

READY TO GET STARTED?

You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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