Holistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for life insurance that morphed into a popular tax planning application, and going from beta to 12,000 subscribers.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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