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.
How We Do BusinessOur experienced professionals have helped many people just like you pursue their financial objectives.
What We Can Offer YouWe educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our ProfessionalsOur team approach offers a range of services to provide more benefits to our clients.