Welcome to Holmes and Associates Financial Services!
Karen Holmes, |
|
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
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.