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Holistic Planning
Financial Services
Nacogdoches, Texas 77 followers
Investment. Tax. Estate. Working Together For You.
About us
We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it.
- Website
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www.holisticplanning.com
External link for Holistic Planning
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Nacogdoches, Texas
- Type
- Partnership
- Specialties
- Wealth Management, Strategic Tax Planning, Retirement Planning, Investment Management, Business Retirement Planning, Charitable Giving, and Family Office Services
Locations
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Primary
Get directions
777 E Austin St
Nacogdoches, Texas 75965, US
Employees at Holistic Planning
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Jason Barber, CFP®
Helping advisors and investors breakaway from captive broker-dealers
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Taylor Pankratz, CFP®
Fiduciary For Clients | Sherpa For Advisors
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Joshua Wardle
Financial Advisor @ Holistic Planning | Investment | Tax | Estate Fiduciary Investment Advisor who has your best interest in mind at all times! No…
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Sabrina (Dani) Beavers
Certified Public Accountant
Updates
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Better late than never!
“A newly announced change to the CPA exam marks a big step in the right direction, and it's coming just in time. The accounting profession needs to evolve in order to face a new reality.” In an opinion piece for FP sister publication Accounting Today, Corey Heldreth, CPA of OLarry explains what the addition of financial planning material to the CPA exam means for tax professionals and their industry’s future. #taxpros #cpas #professionaldevelopment
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Holistic Planning reposted this
Steve Barber, founder of Holistic Planning, an independent RIA, shares how CAIS is helping his firm incorporate alts into their strategy. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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Solving the Retirement Crisis: Stakeholder Capitalism vs. Financial Responsibility Learn about the trade-offs between working longer in life with lower returns versus embracing capitalism, technological innovation, and higher returns for a great retirement. Listen in to the full interview: https://bit.ly/3UJgBtv #HolisticPlanning #Strive #RetirementCrisis #StakeholderCapitalism #RetirementPlanning #FinancialFreedom #InvestmentStrategies #RetirementGoals
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Holistic Planning reposted this
The Latest Episode of the New Planner Podcast is out Now! Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his subsequent pursuit of full-time opportunities. You'll learn about his interview experience with a large broker-dealer, his initial rejection, and his persistent efforts to enter the profession. He also discusses finding his current firm, the development of his role, and his success in earning trust and establishing a satellite branch. https://lnkd.in/eJ7WanHw
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How to Maximize Value in Your Portfolio Learn strategies to maximize value in your portfolio, regardless of your values. Whether you prioritize climate change, DEI, or conservative values, discover how to implement constraints effectively. Hear more on how to maximize VALUE in your portfolio: https://bit.ly/3UJgBtv @Strive #HolisticPlanning #PortfolioValue #InvestmentStrategies #MaximizingReturns #ClimateAgenda #DEI #ConservativeValues #FinancialPlanning #InvestingTips #WealthManagement #ConstraintImplementation
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Holistic Planning & Strive: Ensuring Fiduciary Excellence for Your Investments Discover how Holistic Planning & Strive go above and beyond to fulfill our fiduciary obligation and protect our clients' investments. Join us as we discuss the importance of holistic planning and entrusting your money to professionals who prioritize your financial well-being. Watch the full conversation here: https://bit.ly/3UJgBtv #Strive #HolisticPlanning #FiduciaryExcellence #InvestmentProtection #FinancialWellbeing #HolisticPlanning #ProfessionalAdvice #InvestmentStrategies #FinancialSecurity #WealthManagement #InvestmentExpertise #ClientSatisfaction