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.

Latest Video Client Alert
  • When a Saver Marries a Spender, Every Penny Counts
    If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
  • Give Your Retirement Plan an Annual Checkup
    Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
  • Periodic Review of Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
  • What is a phased retirement?
    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
  • Are federal employees eligible for phased retirement?
    Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States
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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.