Our Firm

Holmes & Associates, Inc. is committed to helping you pursue your long-term financial goals.  We can help you answer the questions you may have about your financial future such as:

Individuals 

Will I be able to retire early?

How much money will I need in order to retire?

How can I get the most out of my retirement?

Do I have enough life insurance?

Do I need disability insurance? Long-term care insurance?

How can I ensure that my children receive as much as possible from my estate?

What do I need to know about wills, trusts and probate?

Businesses

As an owner of the company, am I providing the best benefits to my employees?

How long has it been since I heard from my current agent(s) to make sure we are up-to-date on our current benefits needs?

How long has it been since I quoted my benefits to make sure we are getting the best rates possible?

Does our company need to take advantage of a Flex 125 Plan?

Are we currently taking advantage of retirement plans that will benefit our employees?

We offer financial products and services tailored to your individual or business needs.  Holmes & Associates, Inc. prides itself in committing to you for the long term.  We believe Customer Service is a vital part of commitment.