Our Services

Holmes-Griffeth-advisor-photo.jpgAt Holmes & Griffeth Financial Partners, we offer many services and strategies to help you work toward your financial goals. Take a look at those we offer below and reach out to our office for more information and to schedule a complimentary consultation.

 

Financial: Planning Considerations

  • Retirement planning strategies
  • Personal Retirement Plans
  • Comprehensive Financial Planning
  • Wealth Management Strategies
  • Wealth Distribution Analysis
  • Qualified Plan Distribution Analysis
  • Financial Estate Conservation Planning
  • Risk and Portfolio Analysis riskalyze-icon.png
  • College Funding Analysis and Projections
  • Financial Planning

Investment: Strategies & Investments

  • General Securities Trading
  • Mutual Funds
  • Unit Investment Trusts
  • Certificate of Deposits
  • Traditional and Roth IRAs
  • Asset Allocation Analysis
  • Annuities – Fixed, Index and Variable
  • Money Market Accounts
  • Investment Advisory Programs
  • College Funding – Section 529 Plans

Business: Retirement Plans

  • Pension and Profit Sharing Plans
  • 401(k) Plans
  • Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) Plans
  • Simplified Employee Pension (SEP) Plan
  • Buy/Sell Agreement Funding
  • Business Succession Planning

Tax Services

  • Tax Planning
  • Reducing or Avoiding Tax on Social Security

Legal Services:  (Provided through Several Licensed Attorneys)

  • Wills, Durable Powers of Attorney, Medical Directives
  • Trusts
  • Estate Planning
  • Probate

Insurance Services

  • Life Insurance
  • Medical Supplement Insurance
  • Long Term Care Insurance
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