Thomas Holmes, Ficf, Lutcf Email & Phone Number

Michigan And Indiana

Working with businesses and individuals to achieve financial security through insurance and investments with a non-profit approach. Existing client programs include buy/sell agreement funding, 401K program design and administration, Traditional, SEP, SIMPLE, and Roth IRA, stocks, bonds, mutual funds, and life insurance plans. As a Modern Woodmen representative, I use my knowledge of financial products to help my members plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time. Let’s start the conversation today.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products

Michigan, Indiana, Wisconsin, Florida, And Washington

Health, Long term care, and disability insurance plans offered through approved insurance companies. Blue Cross Blue Shield, Humana, Priority Health, Mutual of Omaha, Illinois Mutual and other companies.

Greater Kalamazoo, Mi

Manage the daily activities of independent investment firm with over $30 million under management. Manage client database and investment logs, assisting Investment Principal in research and implementation of strategies.

Metro Detroit, Mi

Property development activities including interaction with government officials in zoning, building permit, and regulatory issues in the creation of over 500K square feet of retail and office space.

Metro Detroit, Mi

Multiple office properties totaling over 2 Mil square feet including retail and residential mixed use properties. Rehabilitation of under utilized and obsolete properties to increase profitability.

Certified Property Manager, Residential And Commercial Management

Business Administration And Management, General