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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.
2016 Outlook

Cetera 2016 Outlook

Holmes Financial Group, Inc. is a comprehensive financial services firm committed to helping our clients achieve their long-term financial goals. Our focus is on building, protecting 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.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.