Broker Check
Outlook 2020: BRINGING MARKETS INTO FOCUS Why Choose a CFP®? The Power of Tax-Deferred Growth The Cost of Procrastination What to Do When You Lose Your Wallet It May Be Time for a Financial Checkup
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.

Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.