Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide
- Wednesday, March 3, 2021, 7:14
- PR Newswire
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COLLEGE STATION, Texas, March 3, 2021 /PRNewswire/ — Holistiplan co-founders, Roger Pine, CFA®, 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….
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