Grow Your Money
Through proper diversification, attentive asset allocation and focused money management methods.
Keep Your Money
By continued attention to changes in tax laws in an effort to lower clients’ tax obligations.
Leave Your Money
By putting in place the proper financial estate plan and coordinating with your attorney for the preparation of the proper estate documents.
Financial Wellness Initiative
We approach retirement/financial planning through the “Financial Wellness Initiative.”Similar to the doctor/patient model, we focus on the diagnosis first and then apply the proper prescription. We structure our financial planning prescriptions toward achieving four concepts:
- Develop the “right strategy” to fit the individual client’s risk tolerance and investment objectives.
- Grow your money through proper diversification, attentive asset allocation and focused money management methods.
- Keep your money by continued attention to changes in tax laws in an effort to lower clients’ tax obligations.
- Leave your money by putting in place the proper financial estate plan and coordinating with your attorney for the preparation of the proper estate documents.
We strive to do what is best for your unique financial situation.
Holmes & Griffeth, Financial Planners, is a financial planning firm that focuses on financial estate and retirement planning, with particular attention given to reducing exposure to market volatility and reducing tax obligations. Our primary founding principle was to be an independent financial services firm. For our clients, this means we always strive to do what is best for their unique financial situations without being influenced by outside corporate interests.
Holmes & Griffeth, Financial Planners have an aggressive continuing education plan that supports our advisors in broadening their knowledge base, staying “up-to-date” on tax law and estate law changes, and pursuing the industry’s most advanced certification designations.
Knowledgeable - Focused - Responsible
Our advisors are focused on providing professional service and accurate, timely and easy to understand advice and suggestions, centered on the betterment of the client’s financial situation. Our advisors are highly educated and are experienced in investment coordinating, insurance use and financial estate protecting.
Brian Standage, is a Registered Financial Consultant with over 30 years in the financial industry. After receiving his undergraduate degree in finance from Missouri State University and a master’s degree from Drury University, he began his career while working in the banking industry for over a decade. He joined Holmes & Griffeth in 2006 and is now a senior partner. Brian uses a personal approach to developing financial plans for clients; carefully considering all aspects of their lives and families when making recommendations. Brian and his wife, Tamra, are very active in their church community. They enjoy spending time with their daughter, son and his wife. Away from the office, Brian enjoys golfing, hunting, fishing, and grilling with family and friends.
Deanna Holmes, is a Investment Advisor Representative with over 25 years’ experience in the financial industry. Deanna received her BBA in Accounting from the University of Texas at San Antonio and went on to work in banking and public accounting prior to moving into financial planning and investments. She came on board with Holmes & Griffeth in 2002 and is a partner in the firm. Deanna pairs her experience with financial planning and investment management with the desire to help clients achieve their financial goals. She and her husband, Jeff, enjoy spending time with their son, daughter and her husband who live in the Springfield area. They are very active in their church, which does a lot of mission work for the community of Willard and their schools.
Jim Holmes, is a Chartered Financial Consultant and the founder of Holmes & Griffeth, Inc. He has spent the majority of his career in the financial services industry. He started Holmes & Griffeth with a desire to bring comprehensive financial, estate, and taxation planning to his clients through a personal approach. He’s had the opportunity to do legacy planning with multiple generations for many of his clients. He and his wife, Darlene, who was also actively involved in Holmes & Griffeth for many years, now enjoy traveling in their RV. They also enjoy spending time with both their daughters and their families. Jim can often be found on the golf course, or cruising the back roads on his motorcycle.
Cathy Baker, Financial Advisor Assistant, works behind the scenes preparing for meetings and processing forms, as well as, assisting clients with questions and requests they have about their accounts. She is a graduate of MIZZOU – Go tigers! Cathy and her husband Mike are originally from Michigan and love sharing life with two daughters and two beagles. She also has an etsy shop and enjoys all things outdoors which lately includes chasing waterfalls in Arkansas, hammocking, and always – boating in the summertime.
Barb Marshall – Barb retired from a life-long career in HR. She works part-time behind the scenes helping us with special projects, but can also be found helping at the front desk. Barb enjoys quilting, sewing, reading classics, and spending time with her grandchildren.
We offer many services and strategies to help you work toward your financial goals. Take a look at those we offer and reach out to our office for more information and to schedule a complimentary consultation.
- Retirement planning strategies
- Personal Retirement Plans
- Comprehensive Financial Planning
- Wealth Management Strategies
- Wealth Distribution Analysis
- Financial Estate Conservation Planning
- Risk and Portfolio Analysis
- College Funding Analysis and Projections(529 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
- Pension and Profit Sharing Plans
- Life Insurance
- Medical Supplement Insurance
- Long Term Care Insurance
- Disability Insurance
- Keyman Insurance
- Tax Planning
- Reducing or Avoiding Tax on Social Security
(Estate planning is provided through Licensed Attorneys)
- Wills, Durable Powers of Attorney, Medical Directives
- Legacy Planning
- Probate Avoidance Strategies