Would you like to worry less . . . and enjoy life more?
Would you worry less if you were more confident that you
Have the right financial plan?
Are making the best decisions about insurance, estate planning, retirement planning, budgeting and other important financial decisions?
Have the investments and the investment strategies that will allow you to reach your most important goals?
Are paying only what you truly owe in taxes instead of giving the government what's rightfully yours?
If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice and overwhelmed by the amount of information available. You're wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children's education or your retirement? How can you be assured that you'll have the assets available to do what you want?
You can enjoy financial peace of mind.
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box, and your finances are the puzzle pieces. With the right help, you can put them together successfully.
I can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation and an attorney for estate planning. All can give you great advice about their area of expertise, but they aren't working as a team. Indeed, they sometimes inadvertantly work against each other. Is it any wonder that the pieces then don't fit together?
What makes Helm Financial Advisors different?
I focus on your goals and work with all areas of your financial life - tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, I work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
I am a fee-only financial advisor. I sell no products and receive no commissions. Instead, you pay me an annual fee for my objective, personal advice on how to achieve your financial goals. This annual retainer covers all of the meetings necessary and allows you to contact me whenever you have questions or your life changes.
Would you like to start today?
Contact me to schedule a no-cost, no-obligation initial consultation. We'll talk about your financial concerns and objectives and the solutions I provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.