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
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn a little about worldwide currency in this fun infographic
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Apps that help small business owners better manage and grow their business.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?