Debra Floyd, Financial Advisor at Holistic Planning

08/23/2026

☕️ Let’s talk about what matters most.

At Holistic Planning, financial planning isn’t just about numbers, investments, or retirement accounts. It’s about understanding you—what you’ve worked for, what you want your money to do, and what gives you confidence about the future.

So, consider this your invitation to pull up a chair, grab a cup of coffee, and let’s talk.

Because good planning starts with listening.



And yes, ChatGPT made my coffee!

07/16/2026

Welcome to the office break! Coffee or tea, marathons or a quick call? Sticky notes or electronic- we’re all that and we get it done❗️

09/22/2024

Are you curious what we are doing at Holistic to help our clients reduce their risk? Call me or book online. 936.800.1332
https://savvycal.com/DebFloyd/Deb15

08/09/2024

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

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

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

06/14/2024

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

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.

06/03/2024

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