Thank you for your interest.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Richard M. Holmes III "Jake" |
2735 N. Holland-Sylvania #B3
Toledo,
OH
43615
|
Phone: (419) 517-5550 | | Fax: (419) 549-8430 |
www.holmesfp.com | | jake@holmesfp.com |
Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com * Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation. [ Important Disclosures and Form CRS | Business Continuity | Order Routing Disclosure | www.ceteraadvisornetworks.com ] |