“More people should learn to tell their dollars where to go instead of asking them where they went.” – Roger Babson
About
Holistiq Planning
At Holistiq Planning, we help you align your wealth with your life goals through customized retirement strategies, sound investment advice, and personalized insurance planning—so you can stop worrying and create financial independence.
More Than Financial Planning—It’s Life Planning
At Holistiq Planning, we go beyond managing investments and insurance. We help you connect your financial resources to your life’s values, goals, and dreams—so your money supports the life you truly want.
Inspired Strategies for Financial independence
Financial Planning That Puts Your Life First
Your financial journey is about more than accumulating assets. It’s about creating stability, independence, and confidence while ensuring your money is aligned with the life you want to lead
A Life-Centered Approach to Wealth
At Holistiq Planning, we combine smart financial strategies with a holistic, human-centered approach. We listen first, plan intentionally, and help you navigate your financial world with clarity and purpose—so your wealth becomes a meaningful tool, not just a number on a page.
Holistiq Planning: Where Goals Meet Growth
Financial Strategies as
Unique as You
At Holistiq Planning, we’re ready to walk alongside you—helping you create financial independence, stability, and clarity, so you can focus on what truly matters.
We'd love to hear from you!
We're here to help you every step of the way! Your satisfaction is our top priority. Feel free to reach out to us anytime, and we'll ensure all your needs are met promptly and effectively. Whether you have questions, need assistance, or seek guidance, we're dedicated to providing you with the support you deserve.
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This website is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. We take protecting your data and privacy very seriously.
As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA (www.finra.org), SIPC (www.sipc.org).
OSJ: 15303 North Dallas Parkway, Tower II, Suite 550 Addison, TX 75001, Phone # 214.346.0985.
PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Holistiq Planning, LLC is not an affiliate or subsidiary of PAS or Guardian.
Holistiq Planning, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
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