Bringing Clients Our Experience and Knowledge

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.