document retention – Holmes & Griffeth Financial Planners

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Articles Front Page Nest Egg

June 30, 2020

The Nest Egg: Volume 18 Issue 3

Your IRA and Your LEGACY Individual retirement accounts (IRA) are a cornerstone of many people’s…

cathybaker

Front Page Nest Egg

March 31, 2020

The Nest Egg: Volume 18 Issue 2

How Long Should You Keep Your Papers? Is your file cabinet bulging with another year’s…

Securities are offered through, FIRST HEARTLAND CAPITAL, INC. Member FINRA/SIPC. Advisory Services offered through First Heartland Consultants, Inc. Holmes & Griffeth is not affiliated with First Heartland Capital, Inc.

Jim Holmes, Deanna Holmes, and Brian Standage are authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Jim Holmes:AR, CA, CO, FL, GA, KS, KY, MI, MO, OK, and TX.) (Brian Standage: AR, CA, FL, IN, KY, MO, TX, VA, and WA.) (Deanna Holmes: MO.) For investment advisory services these states include: (Jim Holmes: AR, CA, FL, GA, KS, KY, MI, MO, OK, TX, and WA) (Brian Standage: IA, IN, MA, MO, and TX. ) (Deanna Holmes: IL. )Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Articles & Events

The Nest Egg: Volume 18 Issue 3

The Nest Egg: Volume 18 Issue 2