Steven E. Holmes -


Steven E. Holmes & Associates Senior Account Advisor & Financial Coach
9707 Laverne Lane Knoxville TN 37922
Phone: 865-769-3773
Mobile: 865-951-9438

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I’m Steve Holmes of Steven Holmes and Associates: I am “Vastly Knowledgeable” of the inner workings of small business. I helped grow our family business; we grew the business from 8 to 52 employees, before selling to National Service Company! A good referral for me would be a Small Business Owner who may need some help with a business succession plan, or tax saving strategies that take the risk out of retirement investing. I can help enhance their present plans with certain tools, like Revocable Living Trusts to protect your family from high court settlement costs, high Attorney fees and eliminate long Probate Court delays, leaving what they want, to your heirs.

Let me help you Retire and Stay retired! As a former Registered Principal I show my clients the difference between stock market risks, versus, Growth with no risk of Principal! Let me show you a “Sure Thing” Lifetime Guaranteed Income, not just a maybe?

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