Howdy Aggies!
We are excited to be a part of the TexAgs community and can't wait to see what this year brings!
Holistic Planning, a fee-only financial advisory firm founded in 2023, is built on over 40 years and three generations of experience from a large brokerage firm. Our mission was to establish the type of advisory experience we'd want for ourselves. We are honored to serve families who have trusted us through multiple generations around Texas and the 24 other states.
Steve Barber, Jason Barber '08, Taylor Pankratz '09
Unlike many financial advisors who use a one-size-fits-all approach, we pride ourselves on offering truly personalized guidance. So, what makes us different?
1. Additional Investment Opportunities: We offer access to more investment options than some large
brokerage firms, including:
estate planning, including:
This means:
You're not alone. In 2024, many clients who joined Holistic Planning shared these concerns and found the tailored approach they were looking for with us.
Contact us to learn more about how we can help you!
www.holisticplanning.com
Here's what our some of our current clients say about us:
The testimonials provided by clients are uncompensated, meaning neither Holistic nor Uptick has offered or provided any cash or non-cash incentives for these endorsements. Additionally, we are not aware of any material conflicts of interest associated with these clients that could unduly influence their opinions of our services. It is important to understand that these testimonials may not reflect the experiences of all clients, and individual results may vary.
Holistic Planning, LLC ("Holistic") provides investment advisory services through Uptick Partners, LLC ("Uptick"), an SEC-registered investment adviser. Please note that SEC registration does not indicate any particular level of skill or expertise.
Holistic Planning nor Uptick Partners provide tax or legal advice. Holistic Planning partners with Encore Estate Plans to provide estate document preparation services. Holistic Tax Solutions, LLC is the tax arm of Holistic Planning which provides tax advice to our clients.
Alternative investments, such as private equity, hedge funds, and real estate, can offer benefits but come with unique risks and liquidity challenges that investors need to consider carefully. These risks include market volatility, limited liquidity, and dependence on fund managers' skills, which can affect performance. Regulatory changes may also impact these investments, and a lack of transparency can make it difficult to assess their true value and risks. Additionally, liquidity issues, such as lock-up periods and the feasibility of exit strategies, should be evaluated, as market conditions may affect the ability to sell and access capital when needed.
We are excited to be a part of the TexAgs community and can't wait to see what this year brings!
Holistic Planning, a fee-only financial advisory firm founded in 2023, is built on over 40 years and three generations of experience from a large brokerage firm. Our mission was to establish the type of advisory experience we'd want for ourselves. We are honored to serve families who have trusted us through multiple generations around Texas and the 24 other states.
Steve Barber, Jason Barber '08, Taylor Pankratz '09
Unlike many financial advisors who use a one-size-fits-all approach, we pride ourselves on offering truly personalized guidance. So, what makes us different?
1. Additional Investment Opportunities: We offer access to more investment options than some large
brokerage firms, including:
- Private Equity (including professional sports)
- Private Credit
- Private Real Estate
- Hedge Funds
estate planning, including:
- Guidance on making backdoor Roth contributions
- Analysis of IRA to Roth IRA conversions
- A thorough review of tax loss and gain opportunities
- Estate planning document preparation
This means:
- We never earn commissions.
- Your interests always come first.
- We adhere to a fiduciary standard.
You're not alone. In 2024, many clients who joined Holistic Planning shared these concerns and found the tailored approach they were looking for with us.
Contact us to learn more about how we can help you!
www.holisticplanning.com
Here's what our some of our current clients say about us:
Quote:
My wife and I have been with Jason and his team for many years. He has offered great advice and insight without trying to push me into specific products or services. Even though I live and work several hundred miles from his office, he has always been easy to get in touch with and always has time to discuss my ideas or questions.
Justin Nichols '05 - Current Client
Quote:
I married into a family who used the Barber's services for years, so I had the luxury of observing for a period of time. When it came time for me to consolidate and really start to put my retirement picture together, it was an easy decision to make. Jason Barber and the Holistic Planning group are knowledgeable, responsive and creative. Jason listens to understand my goals and concerns while also taking the time to provide me options and ensuring understanding. It truly is a partnership I cherish and recommend to others.
T.M. '88 - Current Client
Quote:
I have been with Jason since 2012, when he was early in his career. I had very little to offer at the time, in terms of assets for him to manage, but he always gave me much more of his time than I felt I deserved and made my wife and I feel that our family's financial success was a top priority for him. Having worked with him for roughly 12 years now, I have never once doubted that he has our best interest in mind with every decision he makes or opportunity he presents us with. As his business has grown (and undoubtedly, his schedule is more difficult for him to juggle), he has not lost that patience and personal touch that endeared him to us. Aside from the extremely high level of integrity he possesses, I greatly admire his critical thinking skills and the fact that he is constantly searching for creative opportunities to put our assets in the best position to succeed. If you want a bland, cookie-cutter financial advisor who only follows the herd and has no creativity, he isn't for you; but if you want white-glove treatment from an ethical, innovative person who cares deeply about people/relationships and yearns to be ahead of the trends in our ever-changing world, Jason is your guy.
Zach Davis '04 - Current Client
Quote:
I've been knowing Jason and his team for several years now and have truly enjoyed working with them. Over the years, Jason has continued to find innovative ways to offer more to clients than the traditional investing strategies. Besides being an advisor we can depend on, we also consider him a friend who understands our families evolving needs. Having Jason and his team in place lets us enjoy and focus on other aspects of life knowing they have our best interest in creating financial freedom.
Case Craycraft '12 Current Client
Quote:
Nancy and I really enjoy working with Jason Barber and the Holistic Planning family. Jason shares our "Aggie values" and the guidance he provides always has our best interests at heart. It's worth noting that our experience with the Holistic Planning team runs pretty deep. Jason's father, Steve, handled financial and estate planning for my parents, and only recently our children have begun working with Jason on ways to provide for our grandchildren's education. With that, the Holistic Planning team has touched four generations of our family. It's hard for us to provide a stronger testimonial than that. Nancy and I are proud to recommend Holistic Planning for all your investing and estate planning needs.
Gig 'em,
Tom '79 & Nancy '81 Taylor - Current Client
The testimonials provided by clients are uncompensated, meaning neither Holistic nor Uptick has offered or provided any cash or non-cash incentives for these endorsements. Additionally, we are not aware of any material conflicts of interest associated with these clients that could unduly influence their opinions of our services. It is important to understand that these testimonials may not reflect the experiences of all clients, and individual results may vary.
Holistic Planning, LLC ("Holistic") provides investment advisory services through Uptick Partners, LLC ("Uptick"), an SEC-registered investment adviser. Please note that SEC registration does not indicate any particular level of skill or expertise.
Holistic Planning nor Uptick Partners provide tax or legal advice. Holistic Planning partners with Encore Estate Plans to provide estate document preparation services. Holistic Tax Solutions, LLC is the tax arm of Holistic Planning which provides tax advice to our clients.
Alternative investments, such as private equity, hedge funds, and real estate, can offer benefits but come with unique risks and liquidity challenges that investors need to consider carefully. These risks include market volatility, limited liquidity, and dependence on fund managers' skills, which can affect performance. Regulatory changes may also impact these investments, and a lack of transparency can make it difficult to assess their true value and risks. Additionally, liquidity issues, such as lock-up periods and the feasibility of exit strategies, should be evaluated, as market conditions may affect the ability to sell and access capital when needed.