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
-
A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
-
Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
-
Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
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.