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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are ways to improve your physical fitness without denting your fiscal fitness.
This worksheet can help you estimate the costs of a four-year college program.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.