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(570) 233-1475

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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

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PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

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WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

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HELPING OUR FAMILY OF CLIENT'S FOR OVER 31 YEARS.



YOUR FINANCIAL FUTURE

Today’s economic environment presents many challenges. But along with these
challenges comes opportunities and potential rewards for those who can identify
long-term trends. 

Whether you’re facing retirement—or looking to better understand certain
investment ideas—we can help you address your most pressing money questions. 

Our first priority is your overall financial success. We want to learn more
about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Long-term relationships that encourage open and honest
communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and
calculators designed to help you learn more about the world of personal finance.
As you search my website, send me a note regarding any questions you may have
about any particular investment concepts or services. We'll get back to you
quickly with a thoughtful answer.

We have been helping our clients for the past 31 years through Holistic Wealth
Planning®. 




Financial Advisor Press Release Renewing Membership 2023







                             





Holistic Wealth Planning® College & Career Planning Idea
Life Happens
ROTH IRA IDEA

CONTACT

Holistic Wealth Planning ®

Office: (570) 233-1475

Mobile: (570) 233-1475

1740 NW 2nd Street

APT 7110

Delray Beach, FL 33444

FINRA series 6, 7, 24, 26, 63, & 65

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

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.

Copyright 2024 FMG Suite.



Holistic Wealth Planning®



Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Holistic Wealth Planning® and JWC/JWCA are unaffiliated entities. 

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement
please click here. By following the link, you consent to receipt of the Form CRS
electronically.