/PRNewswire/ Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed.
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®, CFP
®, and Kevin Lozer, CFP
®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan s tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client s tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients tax circumstances in order to provide a deeper financial planning experience.
Holistiplan We are thrilled to be working with Buckingham Strategic Wealth to deliver efficient and scalable tax planning to their clients. I have respected Buckingham for years. Their evidence-based investment approach and focus on financial planning resonated with me as an advisor. Working with the Buckingham team to finalize this agreement confirmed that their great reputation is well-earned. We are honore