Hey Aggies!
As you know, Aggies always work smarter, not harder. When it comes to your finances, you deserve the same approach. That's why we're here to remind you of the incredible value of having both your investment strategy and income taxes managed by the same team.
At Holistic Planning, we specialize in financial planning, investment management, and tax planning/preparation all under one roof. When it comes to making the most of your hard-earned dollars, there's no substitute for having your CPA and investment advisor working side-by-side on your behalf.
Why it matters:
- Seamless Coordination: Your tax strategy and investment portfolio should be aligned to ensure that you're not paying more in taxes than necessary, and that your investment decisions are tax-efficient. The right moves now can save you thousands down the line.
- Comprehensive Planning: By having both your CPA and your investment advisor in the same meeting during your year-end review, you ensure that no opportunity is overlooked. It's a holistic approach that maximizes your tax-saving opportunities and strengthens your financial future.
- No Middle Man: Don't waste time acting as the go-between for your investment advisor and tax preparer. The best results happen when they collaborate directly ensuring that your portfolio, your tax plan, and your financial goals are all aligned.
At the end of the day, we believe your financial success is about more than just numbers it's about peace of mind knowing your team is on the same page, working toward your goals.
If you're ready to take your financial planning to the next level, let's talk! Reach out today to schedule your year-end review and experience the difference that having your investment strategy and tax planning under one roof can make.
Contact us to learn more about how we can help you!
www.holisticplanning.com
Gig 'em and let's get planning!
Holistic Planning A Fee-Only Independent Registered Investment Advisor
www.holisticplanning.com
936-800-0800
As you know, Aggies always work smarter, not harder. When it comes to your finances, you deserve the same approach. That's why we're here to remind you of the incredible value of having both your investment strategy and income taxes managed by the same team.
At Holistic Planning, we specialize in financial planning, investment management, and tax planning/preparation all under one roof. When it comes to making the most of your hard-earned dollars, there's no substitute for having your CPA and investment advisor working side-by-side on your behalf.
Why it matters:
- Seamless Coordination: Your tax strategy and investment portfolio should be aligned to ensure that you're not paying more in taxes than necessary, and that your investment decisions are tax-efficient. The right moves now can save you thousands down the line.
- Comprehensive Planning: By having both your CPA and your investment advisor in the same meeting during your year-end review, you ensure that no opportunity is overlooked. It's a holistic approach that maximizes your tax-saving opportunities and strengthens your financial future.
- No Middle Man: Don't waste time acting as the go-between for your investment advisor and tax preparer. The best results happen when they collaborate directly ensuring that your portfolio, your tax plan, and your financial goals are all aligned.
At the end of the day, we believe your financial success is about more than just numbers it's about peace of mind knowing your team is on the same page, working toward your goals.
If you're ready to take your financial planning to the next level, let's talk! Reach out today to schedule your year-end review and experience the difference that having your investment strategy and tax planning under one roof can make.
Contact us to learn more about how we can help you!
www.holisticplanning.com
Gig 'em and let's get planning!
Holistic Planning A Fee-Only Independent Registered Investment Advisor
www.holisticplanning.com
936-800-0800