At Holcomb Financial, we understand that the idea of finances can be overwhelming and we are committed to keeping you aware and at ease. We can help you get the best outcome regarding tax preparation, accounting, and your wealth management needs. Located in gorgeous Ocean Springs, Mississippi, we provide services to individual clients and businesses throughout the United States.
Holcomb Financial was founded by Amon Holcomb nine years ago but has been helping clients with their taxes, accounting and wealth management needs for fourteen years. Our team is dedicated to helping you meet your demanding financial goals.
For prompt and individualized service, come to Holcomb Financial. We look forward to talking to you soon.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This worksheet can help you estimate the costs of a four-year college program.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you find it hard to attain personal life goals, there’s an app for that!
There are four very good reasons to start investing. Do you know what they are?
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A quick history of the Federal Reserve and overview of what it does.
What if instead of buying that home, you invested that money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”