A total approach to financial planning that looks at everything from taxes to 401(k) accounts is an important part of the practice of Troy Von Haefen, founder and owner of Von Haefen Financial Management in Nashville, Tenn.
The word holistic “conjures up the wrong images to some people,” Van Haefen said, but to him it means that he does truly comprehensive planning for his clients, which include families, entrepreneurs, business people and musicians.
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