To build, to preserve, to pass on...
Our Mission: At Estate Strategies Inc., a Holmes Group Company, our mission is to help create, manage and sustain financial well-being, value and security for our clients. With over 65 years of combined experience in the financial and legacy planning field, we provide custom strategies to individuals, families, professionals and business owners.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The item most homeowners forget on their home improvement project checklist is insurance.
What kind of auto insurance should you have? Do you know?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.