Holistic Planning is a financial advisory firm serving clients in Nacogdoches, Tyler, Houston, and beyond East Texas. They offer personalized financial strategies, integrating investments, taxes, and estate planning. Holistic Planning operates on a fee-only model and acts as a fiduciary, ensuring recommendations align with client interests. They focus on long-term financial security through retirement planning, estate & trust planning, insurance & risk management, business retirement planning, investment management, tax strategy & filing, charitable giving, and financial behavior coaching. Their approach involves understanding client goals to create tailored plans, with continuous monitoring and adjustments for market shifts and life changes. Holistic Planning emphasizes education, providing resources on retirement planning and investing.
