Skip to content
John R. Holmes, Sr.
Make an appointment
19
may
Menu
Home
About Us
About Us
John R. Holmes Sr
Dee Dee Willson
What Makes Us Different
About Raymond James
Our Clients
Our Clients
Business Owners
Families and Individuals
Healthcare Professionals
Retirees
Women Investors
Our Difference
Our Difference
Our Process
Business Planning
Corporate Retirement Plan Consulting
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Strategies
Retirement Planning
Sustainable Investing
Resources
Resources
Commentary and Insights
Calculators
Lifestyle Technology
Tax Planning
WorthWhile
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
John R Holmes Sr.
2010 Birdcreek Dr Ste 100
Temple, TX 76502-1027
T: 254.314.8867
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Family & Lifestyle
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Retirement Planning
Media
Article
Infographic
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Read
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Read
Retirement & Longevity
10 common scams and how to avoid them
Familiarize yourself with these common swindles, often targeting retirees.
Read
Technology & Innovation
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Read
Business Ownership
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
View
Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Read
Retirement & Longevity
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Read
Family & Lifestyle
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Read
Family & Lifestyle
Load more
Load more