Welcome to Holmes Financial Services

Providing Benefits and Saving You Money

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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Newsletters
  • Healthy Resolutions Can Pay Off (Literally)
    If you made a New Year's Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That's because healthy habits can benefit
  • No Matter What Your Age, Your Social Security Statement Matters
    Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features
  • All About IPOs
    Maybe you've heard someone talking about investing in "a hot new IPO" and wondered what all the fuss was about. Or maybe you've heard about a company "going
  • When do I need to submit college financial aid forms?
    It depends on the form you're filling out and whether your child is a new college student or a returning student.
  • Do you understand the definition of financial aid?
    The term "financial aid" goes hand in hand with paying for college. But it can mean different things to different people, and often the term is used in various ways,
    
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 Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor.  Certain insurance products are offered through Holmes Financial Services, an entity not affiliated with FSC Securities Corporation or registered as a broker/dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AZ. No offers may be made or accepted from any resident outside the specific states referenced.