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A Family Legacy...

Walter Holmes started Holmes Financial Services in 1993 with the goal of educating individuals and families about their options for health, life, long term care and disability insurance. Walter’s philosophy was to provide assistance in any way possible to all individuals, whether they were just starting off, planning for their future, looking towards retirement or those updating/ preparing their estates for their final years.

     Today, Ken Holmes continues that same philosophy his father established in 1993. Ken is a Tucson native and after getting married in 1999 he and his wife Emily have been busy raising their 3 children. Ken started working with his father at Holmes Financial Services in 2001. When Ken’s father passed away in 2009 due to cancer, Ken took over the business and has continued to serve those in the Tucson area. Ken and his wife are active in their church and its youth group. They also enjoy serving active duty military in need as they volunteer with the national charity, Wish for Our Heroes.

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Securities and investment advisory services offered through FSC Securities Corporation, memberFINRA/SIPCand 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.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.




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.
 


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