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At Holmes Management, we take a holistic view of your financial life. Our consulting process includes a thorough evaluation of six key areas: tax planning, retirement, estate planning, financial position, protection, and investments. Whether you’re building wealth, preparing for retirement, or securing your family’s future, we tailor every solution to your needs and goals.

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Financial Position

  • Assets vs Liabilities
  • Cash Flow / Budget Management
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Protection Planning

  • Survivor Income Need Planning
  • Life Insurance / Disability Policy Evaluation
  • Long Term Care, Needs & Evaluation
  • Liability Protection
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Investment Planning

  • Portfolio Construction / Evaluation
  • Investment Selection
  • Professional Investment
  • Educational Funding / Planning
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Tax Planning

  •    Tax Reduction Strategies
  •    Tax Shelters / Tax Deferral
  •    Generational
  •    Tax Deflection
  •    Tax Free Investments
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Managing Retirement Plan (Distributions)

  •   Determine Overall Retirement Need
  •   Retirement Expense Projections
  •   Protecting Against The Rising Cost Of Living
  •   Managing Retirement Plan
  •   Distributions
  •   Evaluating Pensions
  •   Lump Sum Payout vs Life Time Income
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Estate Planning

  •    Advice on Estate Transference
  •    Trust Evaluation / Trust Strategic Planning
  •    Giving Strategies
  •    Blended Family Issues
  •    Catastrophic Health Care Strategies

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA /SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly indented for individuals residing in the states of (AL, AZ, CA, CO, FL, GA, IL, IN, IO, MI, MD, MN, MS, MT, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV). No offers may be made or accepted from any resident outside the specific states referenced.

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