Anchor Private Planning
Financial Planning Southlake
Description
Brandi Holmes, CFP® is an independent financial advisor who seeks to serve as her clients' trusted financial partner. With more than 16 years of experience, she has dedicated her career to helping people take control of their finances and create a plan designed to guide them toward their goals. Specializing in comprehensive financial planning and what she refers to as “life planning, ” Brandi assists clients in establishing key objectives and taking the appropriate action steps in pursuit of financial freedom. Utilizing a holistic planning approach, she is focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand.
Anchor Private Planning can be found at 751 East Southlake Boulevard Suite 120 . The following is offered: Financial Planning - In Southlake there are 54 other Financial Planning. An overview can be found here.
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Financial PlanningMap 751 East Southlake Boulevard Suite 120
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