Broker Check

Kevin Holmes

Financial Advisor

(818) 465-0210

15301 Ventura Boulevard
Suite 450
Sherman Oaks, CA 91403

kholmes@wradvisors.com

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Questions? Let's connect

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