Company

Holistic Planning

Financial Services Nacogdoches, Texas, United States 10 employees

Employees: 10
Contacts: 3
Emails: 3

www.holisticplanning.com LinkedIn

Holistic Planning Overview

Headquarters: Nacogdoches, Texas, United States
Website: www.holisticplanning.com
Industry: Financial Services
Employees: 10
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Strategic Tax Planning Retirement Planning Investment Management Business Retirement Planning Charitable Giving Family Office Services

About Holistic Planning

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.

Holistic Planning Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

Holistic Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sabrina (Dani) Beavers	Certified Public Accountant	Nacogdoches, Texas, United States	Email
Taylor Pankratz, Cfp®	Fiduciary for Clients - Sherpa	Nacogdoches, Texas, United States	Email
Jason Barber, Cfp®	Doing the Next Right Thing in Faith		View
Matthew Silvey	Financial Service Advisor @ Holistic	Joaquin, Texas, United States	Email