Doug Burson CPA
Most people I meet are trying to manage their financial lives with five separate plans — an estate plan, a tax plan, a risk plan, an income plan, and an investment plan. The problem is, none of those plans usually talk to each other. And when life happens — a death, disability, or tax change — the cracks show up fast.
What struck me is that even really smart, successful families were at risk. They had advisors, but each advisor only looked at their piece of the puzzle. As a CPA and advisor, I kept seeing families paying more in taxes than they needed to, missing protections, or locking wealth into structures that didn’t match their goals.
That’s why I built Holistiq Wealth — to bring those five plans together into one cohesive, tax-smart strategy. Because real wealth isn’t just numbers on a page. It’s clarity, control, and the confidence that no matter what happens, your plan works together.
Holistiq Financial, LLC. and LPL Financial does not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.
