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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Can you keep up with your children’s mobile slang?
Six overlooked tax deductions to help manage your tax bill.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.