Welcome to Holmes and Associates Financial Services!
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Karen Holmes,
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Alvin Hailstorks,
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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: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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.