Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

In this press release Michael Garry, CFP®, JD/MBA at Yardley Wealth Management, LLC discusses being a huge fan of Holistiplan. “Co-founders, Roger Pine, CFA®, CFP®, Kevin Lozer, CFP®  and 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.”