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
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.