Bringing Clients Our Experience and Knowledge
Bringing Clients Our Experience and Knowledge
Call UsBringing Clients Our Experience and Knowledge
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Jeff Holmes, MBA, CFF, CRC
Founder/Owner, Assured Financial, LLC
Jeff has been conducting retirement planning courses for more than 20 years. He has a passion for helping clients reach their retirement goals. During his 30 years in the financial services industry, he has specialized in assisting clients preserve wealth, increase assets and income, and implement tax-saving strategies.
Using a holistic planning process, he considers all aspects and factors that could impact retirement. This approach begins with exploring all options for their specific situation. Keeping the best interests of his clients at the forefront, he focuses on what is most important to them when creating a plan for the future.
With the professional credentials to back up his expertise, Jeff is an Investment Advisor Representative, holds a Series 66 license, and is a Certified Financial Fiduciary and a Certified Retirement Counselor. He is also a member of the National Association of Financial Fiduciaries and a member of the National Ethics Association.
He earned a bachelor’s degree in Civil Engineering Technology and a master’s degree in Business Administration from New Mexico State University. He is active in his church, enjoys spending time with his family, exercising and playing tennis.
Jeff Holmes, MBA, CRC®
Certified Financial Fiduciary
Founder/Owner, Assured Financial, LLC
Jeff has been conducting retirement planning courses for more than 20 years. He has a passion for helping clients reach their retirement goals. During his 30 years in the financial services industry, he has specialized in assisting clients preserve wealth, increase assets and income, and implement tax-saving strategies.
Using a holistic planning process, he considers all aspects and factors that could impact retirement. This approach begins with exploring all options for their specific situation. Keeping the best interests of his clients at the forefront, he focuses on what is most important to them when creating a plan for the future.
With the professional credentials to back up his expertise, Jeff is an Investment Advisor Representative, holds a Series 66 license, and is a Certified Financial Fiduciary and a Certified Retirement Counselor. He is also a member of the National Association of Financial Fiduciaries and a member of the National Ethics Association.
He earned a bachelor’s degree in Civil Engineering Technology and a master’s degree in Business Administration from New Mexico State University. He is active in his church, enjoys spending time with his family, exercising and playing tennis.
Jesslyn B. Holmes
Insurance Broker
Since 2007 Jesslyn has passionately assisted folks with learning Medicare for short-term and long-term planning. As an Independent Broker, her goal is to help folks find the best plans that fit their unique needs and lifestyle. Everyone has different needs, different concerns and as life changes, they may need to adjust their plans to fit those needs. With her own family experiences, she has learned that folks often don't know what they don't know regarding Medicare and insurance products. Her goal is to help them feel more empowered & knowledgeable. As a result, she offers no obligation second opinions and reviews of coverages.
Previously her career work was in the fields of Veterinary Medicine, Animal Science research and K-12 education.
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14362 N. Frank Lloyd Wright Blvd.Ste 1000Scottsdale, AZ 85260
14362 N. Frank Lloyd Wright Blvd.Ste 1000Scottsdale, AZ 85260
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
*Certified Financial Fiduciary is issued by the National Association of Certified Financial Fiduciaries. Certified Financial Fiduciary is reserved for financial professionals who have successfully completed a certification and training processes established by NACFF and AFEA.
**The Certified Retirement Counselor (CRC) designation is awarded to retirement professionals who complete a comprehensive program consisting of retirement planning, design, management and operations, investment management, compliance, and ethics.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
ADV Part 2A | Form CRS | Privacy Policy
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
*Certified Financial Fiduciary is issued by the National Association of Certified Financial Fiduciaries. Certified Financial Fiduciary is reserved for financial professionals who have successfully completed a certification and training processes established by NACFF and AFEA.
**The Certified Retirement Counselor (CRC) designation is awarded to retirement professionals who complete a comprehensive program consisting of retirement planning, design, management and operations, investment management, compliance, and ethics.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
ADV Part 2A | Form CRS | Privacy Policy