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Adam Dell
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"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."
"We do estate planning through a partnership with wealth.com which is embedded in our flat fee. So it's all included."
"We do it through our partnership with Tax File, which as you know is the largest embedded tax filing solution provider out in the market."
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Mint
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"I had been a longtime customer of Mint, and I hated Mint because it was a very clunky UI and it was really a dashboard about your past and it didn't give you anything to do for your future."
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Clear filters"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."
"We do estate planning through a partnership with wealth.com which is embedded in our flat fee. So it's all included."
"We do it through our partnership with Tax File, which as you know is the largest embedded tax filing solution provider out in the market."