Every advisor wants to find better tax planning solutions for their clients.
Are you one of them?
In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy.
- How his time as a financial advisor helped pave the way for starting Holistiplan
- How Holistiplan helps advisors better serve their clients
- Ways to approach the “when should I claim my social security?” question
- How innovative advisors are increasing the value they offer clients
- And more!
Connect with Kevin Lozer:
Connect with Jack Martin:
About our Guest:
Kevin Lozer, CFP®, is the co-founder of Holistiplan and has been a CFP® professional and financial planner for 13 years. Kevin co-founded Holistiplan to help financial planners serve more people that need tax planning in all stages of life. In addition to creating Holistiplan, Kevin owns a small, solo financial planning practice in Northern Virginia and is a regional board member for the National Association of Personal Financial Advisors (NAPFA).