Holistic Planning - Nacogdoches, Texas

Thomas C.

I highly recommend the services of Holistic Planning. The first reason is their professional expertise. We hired a financial advisor for worry-free management of our funds. Holistic Planning has consistently demonstrated the ability to invest our funds at the risk factor that we selected to maximize our return despite fluctuations in the economy. My wife and I don’t have to worry on a daily basis but rest confidently in their wise and timely investment strategies.

Second, Holistic Planning is comprised of people who genuinely care about their clients. They take time to discuss our investment goals and listen carefully before developing a strategy for our portfolio. Their care goes beyond our finances, to actually making us a genuine part of our family.

And so it is that I heartily recommend the services of Holistic Planning.

David C.

My wife and I have been very pleased with the friendly and responsive staff at Holistic Planning. We have an adult child with special needs and we need to maintain that difficult balance of securing funds for the future while at the same time keeping ahead of inflationary pressures. Holistic Planning has really helped us maintain that balance and has demonstrated a genuine interest in helping us make strategic decisions to maximize our growth while being careful to respect our risk tolerance.

Renee B.

We have been clients of Jason Barber for over 10 years and elected to stay with him at Holistic Planning. In addition to managing our funds, he works closely with our other advisors to help us make major life decisions. We very highly recommend their services without hesitation.

Leisha &. K. B.

We have been with Holistic Planning since it’s inception in early 2023; we have nothing but good things to say about them. Everyone their is highly professional but also treat you like a part of their family!

The concept that Holistic takes care of your investment and retirement planning as well as offering tax accounting services for a “holistic” approach to financial planning.

Not being a large financial corporation, Holistic Planning does not have to push the liberal agendas of the corporation with whom they are employed. They are free to help you control where you want your money invested.

We highly recommend Holistic Planning! We have had a long history with many of the people who work in this office and no firsthand that they genuinely care about helping you.

pam C.

I have been a client of Jason’s for many years and followed him to the start of Holistic Planning. He and his staff are courteous and readily available to answer questions or discuss any concerns.
Reach out to Holistic Planning, you will not be disappointed.

Casey V.

Holistic Planning and their team are amazing!
They handle all of my family financial needs and questions! Jason Barber, Taylor Pankratz and their team have been available for me and my family since the beginning, and I will continue to lean on them for future financial success. This company operates around God and Family. You could not ask for better people to help plan for the future!

Michael K.

We have been with Steven Barber since 2012. We followed Steven over to their new venture with Holistic Planning without hesitation. The level of dedication, knowledge, and personal treatment we receive from the entire Holistic Planning family is unmatched. We have learned so much about the financial world and continue to learn with every meeting. Joining the Holistic Planning family is one of the best decisions of our lives.

Laura S.

I want to thank all of the Holistic Planning family for all the help and hard work they do on our behalf. Taylor Pankratz has done such a great job explaining all the investing options and strategies for our best financial future. We just finished with having Holistic Planning do our Family Trust and look forward to using their accountant for our taxes and the convenience of one stop, all inclusive care that only Holistic Planning provides. The bonus to me is their strong faith in God and Jesus Christ which helps me to trust what good hands we are in. Thanks guys!!