Holistiplan
By Hightower Great Lakes on May 15, 2024
The 2024 tax season wrapped up last month and we’re already looking ahead to working with clients and CPAs for next year’s tax planning.
We choose to use Holistiplan to support us in generating comprehensive tax planning opportunities that could save you money on your yearly tax returns.
What is Holistiplan?
Founded in 2019 by CFP® professionals, Holistiplan is a tax planning software that allows us to dive deeper into your tax planning in a more efficient manner. Using advanced optical character recognition (OCR) technology, Holistiplan can read a tax return and create a customized, white labeled tax report complete with relevant observations within seconds.1
We know that you work hard for your money and we spend considerable time and resources invested in helping you minimize taxes and keep more of your hard earned funds.
How Does Holistiplan Manage My Data?
We understand that your financial data is critically sensitive information and we only partner with companies that take the utmost care with protecting it.
The tax return PDF files that our advisors upload into Holistiplan’s system are encrypted and stored on servers maintained by a well-known professional hosting company. Their software reads in data from that PDF and in turn stores that data in an encrypted database. Social security numbers are NOT stored in this database. Those remain on the PDF document alone.2
If at any time you decide that you don’t want your information to be stored within Holistiplan, we are able to permanently delete it from their database. For more information on Holistiplan’s security policies, please see their Trust Center page.
Learn More
If you’re interested in learning more about Holistiplan and how we use this tool, please reach out to your advisor. You can reach them at greatlakes@hightoweradvisors.com or via your local office number.
Traverse City: (231) 941-7093
Valparaiso: (219) 531-4941
Chicago: (312) 962-3826
Call me to set up a free, one hour “Organize to Freedom” meeting. You are 90 days from having a plan that reduces stress, increases confidence, and enhances freedom.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
Sources
1 PR Newswire, “Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors”. Accessed 5-10-2024.
2 Holistiplan, “Trust Center”. Accessed 5-10-2024.
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