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
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
When you’re married and have children, insurance needs will be different.
For some, the social impact of investing is just as important as the return, perhaps more important.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Important items to consider when purchasing condo insurance.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.