WHOLISTIC

Accounting consultation and tax planning, advice, information and consultancy services, all in relation to retirement, estate and legacy planning

Financial advice and planning services; Financial planning for businesses and individuals; Providing financial planning services, information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement, including financial planning as it pertains to net worth analysis, cash flow analysis, investment planning, retirement planning, educational goal planning, financial goal planning, estate and gift tax planning, the financial aspects of non-profit organization planning, business succession planning and business planning, and the financial administration of employee healthcare plans and employee retirement plans