Check the background of this financial professional on FINRA's BrokerCheck.
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
Newsletters
  • Earnings Call: A Closer Look at Financial Reports
    The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were largely to blame for
  • Ten Year-End Tax Tips for 2016
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials
    Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern
  • What are my health-care options if I retire early?
    If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide
  • Should I accept my employer's early-retirement offer?
    The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The
    
PreviousNext
Tell A Friend Tell A Friend
 
 
 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.