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.
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How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
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Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.