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.
With our advisors
You will achieve success
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.
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.
Brian Standage, RFC (Registered Financial Consultant), Partner, is an Investment Advisor Representative and has been in the financial industry since 1991. He is also a partner in the firm. Brian joined the firm after working in the banking industry for more than 15 years. While there, Brian held several positions, the last being the director of finance. He works in the planning department. Brian earned a Bachelor of Science Degree in Finance from Missouri State University and a MBA from Drury University. He and his wife Tamra have a son, a daughter and two dogs. He enjoys golf, hunting and fishing.
Deanna Holmes, Partner is a registered Investment Advisor Representative and is also a partner in the firm. She has been in the financial services industry since 1993. Deanna holds a BBA with a major in accounting from the University of Texas at San Antonio. She joined and became a partner in the firm after moving here with her family. She manages trading activities for the firm, as well as handling research duties and is the service representative. Deanna and her husband Jeff have a daughter and a son. She is very active in her church and she enjoys walking.
Jim Holmes, ChFC (Chartered Financial Consultant), Senior Partner, is the founder of Holmes & Griffeth, Inc. Jim began his career in the financial services industry in 1970. He is a sought after speaker at retiree groups and organizations, and he has written several articles focusing on financial and legacy planning. Jim is dedicated to ongoing professional education and keeping abreast of the financial services industry developments. He has attended and is a graduate of the Learning Institute for Financial Executives. He and his wife Darlene have two daughters, two sons-in-law and four grandchildren. They share their home with Rusty & Sophie, their shih tzus; they love to travel in their RV, ride on his Honda GL 1800 Goldwing, play golf and spend time with their grandkids.
Courtney Darling, serves as the Office Manager. She handles phones, scheduling and processes paperwork for clients. She also oversees all marketing and the Holmes & Griffeth website as well as their Facebook page. Courtney is a graduate of William Jewell College in Liberty, MO where she earned her BA in Psychology. Ask anyone what her favorite part of her job is and her answer would always be interacting with the people. Coordinating events are right up this social butterfly’s alley! She has a daughter and son who keep her very active with sports and extracurricular activities! In her free time she enjoys reading, playing tennis and weekends at the river.
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.
At 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 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