TexAgs is proud to partner with Holistic Planning - trusted by Aggies for remarkably personal financial advice.

If you're a current Holistic Planning client, you can now claim your exclusive badge.
The badge is styled with Holistic's signature logo. A symbol of strategic, forward-focused planning.



Already a client? Claim your badge and let the board know you're not just talking smart - you're living it.

Not yet? Schedule an Introduction Today

We see financial planning differently. Everything we do is through the lens of what's best for you. We remove the complexity from your financial life, piecing together an all-inclusive plan that reflects your vision for a life worth remembering.
Listen to what our clients have to say about us

Contact us to learn more about how we can help you!
Holistic Planning
Subscribe to our YouTube channel today!



Taylor Pankratz '09, Matt Silvey '22, Jason Barber '08, Steve Barber

how do we get said badge?

The badge is exclusive for TexAgs users that become clients of Holistic Planning!

Check out our website, YouTube and more.

We help with tax planning and preparation
Investments including access to private markets and other unique strategies
We are a fee only RIA as well

Thanks!

what about existing ones, which I am

It's done! I'll email it to them now!

Done!

neato.