Welcome to Holmes and Associates Financial Services!
Karen Holmes, |
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Alvin Hailstorks, |
Check us out on BrokerCheck
Value Proposition
Our objective is to serve individuals and small business owners for whom we provide tax optimized wealth creation, wealth preservation, and sustainable retirement income solutions and implementation.
We strive to understand your goals and objectives, and to maintain an environment of open and regular communication.
Our customized wealth management strategies are designed to help provide confidence and freedom to pursue your passion or life purpose!
Newsletters
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.