With extensive experience providing knowledge and expertise as a business owner, Steven Holmes left early retirement and started another business in 2002 in order to help clients and business owners with retirement planning as well as personal life planning decisions.
His work includes facilitating the acquisition of Revocable Living Trusts and funding a customized trust for each client by focusing on maximizing income, deferring taxes, and preserving capital. Keeping in mind that the man may be the first to go, he makes sure the wife and children will
be provided for.
Steven seeks to provide customers the best possible return with safe financial products that provide peace of mind for their retirement. Safety and no-to-low risk is his mantra.
Steven was originally born in Davenport, Iowa. He enjoys fishing, spending time with his wife Joanne and their family here in Tennessee (and Iowa) while enjoying cook-outs where Steve is at the grill!
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