Charrae Thomas-Holmes
The Financial Solution
You Deserve is Just a Click Away
We make it easier to access the funds you need, when you need them. Our lending services are designed to be clear, flexible, and reliable — so you can move forward with confidence.
Dozens of families have trusted Charrae to support their financial goals. Her experience speaks for itself.
Our Expertise
With her experience in the financial field, Charrae understands how to match the right solution to each client's needs. She is here to guide you through every step with clarity and care.
Trusted financial guidance, built on experience.
Focused on funding what matters most — your future.
Why Choose Charrae?
What Sets Her Apart?
Our mission is to make financial solutions simple and accessible. With a focus on customer satisfaction, we provide flexible, clear, and reliable lending options that meet your unique needs. Whether you're managing personal expenses or growing a business, we're here to offer support with a commitment to transparency and efficiency.
⇨ Tailored Options: Customized financial advice to fit your needs.
⇨ Fast Processing: Quickly scheduled meetings and customer service that prioritizes you.
⇨ Clear Terms: No hidden fees or fine print.
The Process
Your Path to Financial Success
#1
Apply Online
Book a free consultation with Charrae, an experienced financial professional
#2
Review
Charrae will review some potential options that will best fit your needs
#3
Approval
Charrae will present to you the best options for your situation, and you choose the plan you like the most
Offered Financial Services
Included Services:
With access to a wide variety of financial services, Charrae customizes solutions to fit your unique situation. A free consultation is all it takes to discuss your needs and determine the best products or services to support your goals. These services include:
Life Insurance
We provide solutions that help protect families, cover funeral expenses, and eliminate outstanding debts.
Retirement Planning
Our retirement planning package focuses on minimizing losses, strategic planning, and creating a reliable income stream.
401K & IRA Rollovers
We specialize in indexed IRAs, tax-efficient strategies, Roth conversions, and seamless rollover solutions.
College Funds
Our college funding strategies are designed to be flexible, tax-advantaged, and focused on long-term security.
Index Strategies
Our index strategies are designed to emphasize fund protection, market risk management, and growth crediting opportunities.
Debt Relief
Our debt relief plans focus on simplifying debt, improving credit health, and creating practical budgeting strategies.
Business Solutions
We provide comprehensive business solutions focused on sustainable growth, asset protection, and seamless succession planning.
Long Term Care
Our long-term care solutions provide comprehensive support, financial stability, and planning for healthcare needs.
Trust, Will & Estate
Our trust, will, and estate planning services are designed to reduce tax exposure, enhance living benefits, and preserve your family’s legacy.
Please fill out the form below to share your financial planning needs and goals. We look forward to helping you build a secure and successful financial future.
