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Why Choose a CFP®? Rightsizing for Retirement Social Security: By the Numbers The Cost of Procrastination
We had a great time at our first Breakfast meeting. We hope to have some more this year and look forward to seeing you there.
"Question and Answer" segment was a big hit.

Holmes Financial Group, Inc. is a comprehensive financial services firm committed to helping our clients pursue their long-term financial goals. Our focus is on building, preserving and growing our clients' wealth by delivering an unprecedented level of personalized service. To learn more about Holmes Financial Group, please check out the "About"  and "Planning" sections listed above. This web site is designed to provide our clients and visitors with useful tools as they go about their daily routine. We have listed just a few of these below.

Track your investments - Access your accounts anytime to see how they are performing. You can even print useful reports with the click of a mouse. If you have more than one account with our firm, you can see reports combining all of your accounts.

Get educated - We keep a number of ever-changing articles, videos and presentations on a wide variety of subjects under the "Resource Center" tab above. We also send out two email newsletters, "Tax Report" and "Four Bits," each sent out four times a year. To subscribe to this mailing list, simply submit your email address in the "Newsletter" form to the right. We also include several helpful links to financial and tax related sites on our "Useful Links" page under "Tools" above.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, feel free to email steven@holmesfinancialgroup.com or call at 770.832.6837. We look forward to hearing from you.

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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.