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What Makes Us Different?

As a Wealth Management Advisor and personal financial strategist, I have been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

If you would like to learn more about what we do, or see how we may be able to work together to realize your financial dreams, please use the 'Have a Question' feature on this page, send us an email, or give us a call - we look forward to seeing how we can help!

Why not sign up for our monthly video newsletter while you are here - just fill in your name and email address in the form on this page - you may easily opt-out at any time, if you wish.

Thank you for visiting.

Ross B. Feldman, CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC

Wealth Management Advisor


President 
Wholistic Wealth, LLC


Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Couples Know TV Over Finances

When Couples Know TV Over Finances

Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Rightsizing for Retirement

What does your home really cost?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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