Belmore Financial, LLC

We work virtually with millennials from around the country on a monthly retainer model. No asset management and no product sales.

Financial Advisers in Las Vegas, NV

About

Belmore is a financial coaching practice launched in June 2013 by the firm's founder, Kate Holmes, CFP®. Our goal is to provide accessible and affordable financial advice, conversations and education. To assure our clients we don't have any conflicts of interest, and to keep our discussions focused on what's most important, we do not manage assets or sell financial products. We believe in keeping investments simple and low cost and, while we do advise on investments, we spend more time helping you discover your happiest life and creating a plan to go after it.

Address
P.O. Box 7563 Las Vegas, NV 89125

Answers

Q&A
Asked by an anonymous user
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
A good way to think this through is to look at how much you're earning (or it's costing) in each case. For example, the mortgage is only 4.5% interest whereas your cre...
Q&A
Asked by Josue Morataya
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Josue. That depends. Here are a few things to think about: Do you know the specific job you hope to land once you graduate? If so, are these degrees required? ...
Q&A
Asked by Jenna
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Jenna. You're looking towards the future and ready to move forward - that's great! I also know it's not easy. Before diving right in, it would be good to reflec...
3

Specialties

  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Other

Servicing

Credentials

Licenses

Series 65