What is Holistic Planning?

Holistic financial planning identifies and takes into consideration your entire financial situation, both present and future, and together, we develop a personalized financial plan that’s designed to take you where you want to go in life.

We believe when a client receives holistic advice, they are far better equipped to make everyday decisions that ensure their long-term financial goals are reached. Throughout each step of the financial planning process, our goal is to act as your financial coach, guiding you along the path to the retirement you want to have.

Since 1993 Mark Gowin has been our Financial Advisor. He has proven to be reliable and trustworthy. We are very pleased with the financial recommendations Mark has made for us. We consider him a friend as well as our “Money Man.” We would refer Mark without hesitation!
— Lary and Linda Gerick