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
  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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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.