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.
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.
Services
We believe in recommending services and products that we would also recommend to our own family. Our clients are like family members of Holmes Financial Services, we understand that without you we would not be able to have the opportunity to create personalized advice and specific plans to meet the needs of those looking to achieve financial freedom.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
One of the greatest potential risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses. Securities and Investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor.
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
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