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
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Five creative (and inexpensive) ideas for motivating your employees.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are ways to improve your physical fitness without denting your fiscal fitness.
The true cost of raising a child may be far more than you expect.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.