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
  • What's New in the Housing Market for 2015?
    Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has
  • Five Steps to Tame Financial Stress
    Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you're drowning in debt? If this describes you, you might
  • Prepaid Funeral Arrangements Can Have Grave Consequences
    An important part of estate planning involves consideration of funeral or memorial arrangements, including paying for some or all of the costs in
  • What is the Roth 401(k) five-year rule?
    The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it's similar to the
  • What is the Roth IRA five-year rule?
    Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from
    
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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.