Michael J. Garry | Source | CFP, JD, MBA at Yardley Wealth Management
Michael J. Garry
CFP, JD, MBA at Yardley Wealth Management
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I never really had a great process for going through tax returns before but these guys have created an extremely useful solution. The team at Holistiplan is constantly upgrading the software using feedback from fellow advisors to improve the product. These guys have walked in our shoes and have built a solution for advisors, by advisors.
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Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities
No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. With the advent of Holistiplan, a new kind of tax planning software for advisors
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Yardley Wealth Management
CFP, JD, MBA