Debra Floyd, Financial Advisor at Holistic Planning

Debra Floyd, Financial Advisor at Holistic Planning Holistic Planning in Nacogdoches TX. Wealth Management | Investments | Tax Strategies | Estate

09/13/2024

Q

08/09/2024

If volatility is a concern, let's talk about some options to reduce risk.

As the adage goes, "It's not how much you make in the good times, but how much you don't lose in the bad times."Call me ...
07/16/2024

As the adage goes, "It's not how much you make in the good times, but how much you don't lose in the bad times."

Call me today to learn more about how we can help you with risk reduction strategies.
936.800.1332

New to retirement plans? Guideline 401k plans are super easy to set up, the process and ongoing compliance is turn key...
07/16/2024

New to retirement plans? Guideline 401k plans are super easy to set up, the process and ongoing compliance is turn key - and very affordable. Let me help you get started! No excuses, it is time to pay yourself, and if you have employees no better time to show them you care about their future too. Call me 936.800.1332

If you are wondering if there is something else you can do, call me.
06/14/2024

If you are wondering if there is something else you can do, call me.

We are growing! Call me to learn more-Investments, Tax and Estate services. 936.800.1332
06/08/2024

We are growing! Call me to learn more-
Investments, Tax and Estate services.
936.800.1332

A Nacogdoches-based financial planning firm is planning for major growth and expansion both in and out of state.

We have a beautiful new daughter-in-law, Natalie. Wishing Wes and Natalie many years of happiness.
06/03/2024

We have a beautiful new daughter-in-law, Natalie. Wishing Wes and Natalie many years of happiness.

Honoring all who made the ultimate sacrifice—freedom comes at a cost.Uncle Tommy gave his all on December 21, 1969, just...
05/27/2024

Honoring all who made the ultimate sacrifice—freedom comes at a cost.

Uncle Tommy gave his all on December 21, 1969, just four months into his service in Vietnam. I worry that, once my generation is gone, his memory will fade. I’m sure many families share this same feeling.

Today, we express our gratitude to the brave service men and women. We offer a prayer for peace in the world and for the hearts of grieving families.

So proud to be part of this team and wonderful company that was created just for YOU, our valued customers. Come see me ...
05/24/2024

So proud to be part of this team and wonderful company that was created just for YOU, our valued customers. Come see me to learn more about Holistic Planning and what we can do for your family.

https://savvycal.com/debbiemeeting/meet

While predicting the markets is impossible, being prepared for uncertainty is. Call me to learn about alternative strat...
05/23/2024

While predicting the markets is impossible, being prepared for uncertainty is. Call me to learn about alternative strategies.
936.800.1332

Address

777 East Austin Street
Nacogdoches, TX
75965

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