Business Details
25 Years
experience
Trusted Financial Advisers for Life's Major Transitions
Since 2001, Holistic Financial Partners has provided financial guidance with clarity and care, specializing in major life transitions such as divorce, retirement, career changes, and loss of loved ones. Our team holds specialized credentials including CDFA, CFP, and CPA, and has guided hundreds of clients through complex wealth decisions with a goal-oriented approach. We combine technical expertise with personalized strategies to create sustainable financial solutions, emphasizing transparency, empathy, and long-term partnership. Our services include high-asset divorce planning, executive transition strategies, retirement income optimization, inheritance management, and generational wealth transfer.We prioritize client education, offering no-fee pre-divorce financial analysis and ongoing support to ensure financial independence. With offices in Indianapolis, we serve clients navigating significant life changes, focusing on minimizing tax implications, optimizing asset distribution, and aligning financial strategies with personal values. Our commitment to excellence is demonstrated through industry certifications, board memberships, and a client-first philosophy that emphasizes clear communication and tailored financial roadmaps.
Services
High-Asset Divorce Planning
Executive Transitions
Retirement Planning
Generational Wealth Transfer
Loss of a Loved One
Tax-Efficient Investing
Estate Plan Review
Investment Strategy
Financial Mediation
Post-Divorce Management
Details
- Year established: 2001
Highlights and features
- We offer 24 years of specialized experience in life transition financial planning since 2001.
- Our team holds multiple industry certifications including CDFA, CFP, and CPA.
- We provide no-fee pre-divorce financial analysis to protect client interests.
- Our personalized approach combines technical expertise with compassionate guidance.
- We maintain transparent fee structures based on assets under management.
Associations and certifications
- CDFA (Certified Divorce Financial Analyst)
- CFP (Certified Financial Planner)
- CPA (Certified Public Accountant)
Services
High-Asset Divorce Planning
Our High-Asset Divorce Planning service provides comprehensive financial guidance during divorce proceedings. We analyze complex assets like business interests and retirement accounts, optimize property division strategies, and minimize tax consequences. Certified Divorce Financial Analysts work with legal teams to create clear financial scenarios that protect client interests and ensure long-term financial stability post-divorce.
Executive Transitions
Executive Transition services help professionals manage financial changes from career shifts. We develop strategies for business sale optimization, executive compensation planning, and wealth preservation during career transitions. Our approach maximizes after-tax proceeds while creating sustainable investment strategies for post-executive life, ensuring financial security through professional life changes.
Retirement Planning
Retirement Planning services create personalized strategies for financial security in retirement. We develop income plans from multiple sources, optimize tax-efficient withdrawals, and incorporate healthcare cost planning. Our approach ensures sustainable income streams while aligning retirement strategies with estate planning goals through comprehensive investment management.
Generational Wealth Transfer
Generational Wealth Transfer services create strategies for multi-generational wealth management. We implement tax-efficient transfer methods, establish family governance structures, and align investment strategies with family values. Our approach preserves financial legacies while educating future generations about responsible wealth stewardship through trusts and gifting strategies.
Loss of a Loved One
Our compassionate financial guidance helps clients navigate inheritance management after losing a loved one. We provide estate settlement assistance, optimize inherited asset management, and implement tax-efficient strategies for inherited retirement accounts. The service includes probate navigation and charitable giving options that honor family values while securing financial futures.
People
Jason Llewellyn
President
CPA and CDFA with 20+ years experience in financial planning. Specializes in divorce financial analysis and serves on the IDFA Board of Advisors. Provides personalized guidance combining technical expertise with genuine commitment to client success.
Mark Hildebrand
Financial Advisor
CFP and CDFA with expertise in long-term client relationships. Helps clients navigate financial transitions with strategic support. Active in community education through board service at The Oaks Academy school.
Mark Idzik
Financial Advisor
CDFA with corporate financial planning background. Specializes in business valuation and litigation support during divorce proceedings. Provides practical financial insights to clients facing complex transitions and uncertainty.
Christina Harmon
Client Service Associate
20+ years industry experience in private banking and wealth management. Focuses on building client trust and delivering exceptional service. Supports high-net-worth individuals with personalized financial solutions and relationship management.
Julie Dant
Client Service Associate
Finance degree from Butler University with client-first approach to service. Manages trading, compliance, and daily client needs. Builds meaningful connections through personalized support across all firm operations.
Questions
How should I prioritize saving for retirement versus other financial goals?
We recommend a balanced approach considering your timeline and priorities. Our advisors create personalized strategies addressing both short-term needs and long-term security through comprehensive financial planning.
What are strategies for tax-efficient investing?
Tax-efficient investing involves strategic asset placement, tax-loss harvesting, and capital gains management. We help minimize tax burdens while maximizing growth potential through customized investment strategies.
How can I maximize the long-term value of a financial settlement?
Post-settlement planning includes budgeting, investment strategies, and tax planning. Our advisors specialize in transforming significant financial transitions into sustainable long-term wealth through personalized financial roadmaps.
When should I update my estate plan?
Review estate plans after major life events or every 3-5 years. We collaborate with legal teams to ensure financial and estate plans remain aligned with changing circumstances and goals.
What health insurance options exist during life transitions?
Options include special enrollment periods, COBRA coverage, and Affordable Care Act plans. We help evaluate financially optimal choices during major life changes like divorce or career transitions.
What differentiates your financial advisory approach?
Our holistic approach considers all financial aspects rather than focusing solely on investments. Specialized certifications across financial disciplines enable comprehensive guidance tailored to each client's unique situation.
