Tax Planning

Monetary Independence Group enters right into a strategic {discount} partnership with Holistiplan, a software program firm for scalable tax planning

Cornelius, NC, October 12, 2021 / PRNewswire / – Financial Independence Group, LLC (FIG), a leading financial services company working with independent financial advisors specializing in retirement, long-term care and life insurance products, is a strategic discount partnership with the scalable cloud-based tax planning software Holistiplan.

Financial Independence Group (PRNewsfoto / Financial Independence Group)

Holistiplan’s award-winning platform is the future of tax planning software developed by two CFP® experts for financial advisors. Holistiplan enables a company’s tax planning process to be dramatically improved and scaled so that consultants can become more comprehensive and efficient in their business.

Thanks to the advanced OCR (Optical Character Recognition) technology, Holistiplan offers every financial advisor the following advantages:

  1. Read a full tax return and generate a customized report with relevant observations in seconds.

  2. Provide your customers with customizable and easy-to-read results that you can email or print out for review.

  3. Perform instant scenario analysis to quickly identify key income limits for tax planning opportunities like ROTH conversions, tax efficient withdrawals, charitable donations, and more.

Financial professionals working with FIG can take advantage of Holistiplan at a discounted rate by visiting the Explore page on the FIG Agent Portal, scrolling to the Financial Planning section and clicking the Holistiplan tile.


Co-CEO of the Financial Independence Group Jim Cooper said, “In our constant quest to add value to our financial professionals across the country, FIG is proud to partner with Holistiplan. It’s no secret that taxes are a key component of any financial plan, and the tax planning capabilities Holistiplan provides are upon us second none. “

Holistiplan co-founder Kevin Lozer, CFP® said, “We are excited to become the tax planning software of choice for FIG consultants. Jim Cooper and the FIG leadership team made it clear that tax planning is becoming a bigger part of their consultants’ loyalty process, and we are pleased to provide the software tool that consultants need for scalable and efficient tax planning. We look forward to helping FIG consultants identify tax savings opportunities for their customers and prospects in an increasingly complex tax environment. “

The story goes on

About Financial Independence Group, LLC
FIG is a national leader in the Independent Marketing Organizations (IMO) and Field Marketing Organizations (FMO) industries. Our solid insurance solutions, which are privately owned and independently owned, help the independent, licensed finance professional guide their retail clients to an optimal retirement plan. For over 40 years, FIG has been offering solutions that have specialized in guaranteed income, asset protection and multi-generation planning. Over 3,000 professionals in the United States access our 70+ world-class carriers to develop fixed index, retirement, life, care planning and disability pension solutions that best suit their clients’ interests. For more information, please visit

About Holistiplan

Recently voted # 1 tax planning software for financial advisors, Holistiplan was developed by two CFP® experts to answer a single pressing question: is it possible to radically scale the tax planning process so that advisors can become more comprehensive and efficient? The answer is yes. “Using machine learning, Holistiplan reads an entire tax return and creates a custom white-labeled tax report, complete with relevant observations, in just 60 seconds Instantly identify tax planning opportunities such as ROTH conversions, tax efficient withdrawals, charitable donations, and more. For more information, visit

Media contact:
Sarah Tremallo
(973) 850-7342



View original content to download multimedia: .html

SOURCE Financial Independence Group

Related Articles