From ChatGPT to Holistiplan, Here’s the Tech That Is Paying Off for Advisors

Heritage Financial Founder & Chairman, Chuck Bean, was asked by a reporter for Barron’s, “What recently adopted technology has made the biggest impact on your business?”

The tool, Holistiplan, allows our teams to take tax planning capabilities to the next level with detailed tax planning observations. “It also allows us to run what-if scenarios to identify key income tax breakpoints. That lets us see the effects of realizing certain taxable events, planning opportunities for Roth IRA conversions, where to withdraw the most tax-efficient dollars needed for income needs, the best charitable giving strategies, the impact of filing status changes after the death of a spouse or a divorce, and so on.”

Click to learn more about Heritage Financial’s detailed financial planning process.

*Please consult your tax professional for tax advice.

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