Let us plan, so you can dream.
Financial Wellness Initiative
We structure our financial planning toward achieving four concepts:
Develop | Grow | Keep | Leave
Develop
Keep
Grow
Leave
About Us
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 a 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.
About Us
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.
Our Services
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.
Our Advisors
Knowledgeable - Focused - Responsible
For decades, our advisors have 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 educated and experienced in coordinating investment and insurance tools, as well as in helping to protect the client’s financial estate.
Receive Free Estate Planning Guide
Please provide your address to receive a free Estate Planning Guide. This is designed to help you organize your information in one place, to assist others in taking care of your estate when the time arises.
Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend
