Office: (469) 570-9055 | dedrick.adell@holistiqplanning.com

HOLISTIQ PLANNING
HOLISTIQ PLANNING
  • Home
  • About Holistiq Planning
  • How We Help
  • Contact
  • W.I.S.E. Money
  • More
    • Home
    • About Holistiq Planning
    • How We Help
    • Contact
    • W.I.S.E. Money

  • Home
  • About Holistiq Planning
  • How We Help
  • Contact
  • W.I.S.E. Money

Contact

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Holistiq Planning LLC

Thank you for reaching out to us. We value your feedback and inquiries. Please use the provided contact information or fill out the form to get in touch with us. We strive to respond to all inquiries as quickly as possible. We look forward to hearing from you! 

Contact Information

130 N. Prosper Road, #328, Prosper, TX 75078

Office: (469) 570-9055 Email: dedrick.adell@holistiqplanning.com

An asset puts money in my pocket. A liability takes money out of my pocket.”


Robert Kiyosaki

Holistiq Planning LLC

130 N. Preston Road, Suite 328, Prosper, TX 75078

Office: (469) 570-9055


Check the background of your financial professional on FINRA's BrokerCheck.


This website is intended for general public use. By providing this content LPL Financial 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 and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Tax related services offered through Holistiq Tax Planning LLC DBA Holistiq Planning LLC.

Holistiq Tax Planning LLC is a separate legal entity and not affiliated with LPL Financial.

LPL Financial does not offer tax advice or tax related services.


Copyright © 2026 Holistiq Planning - All Rights Reserved.


This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept