Objective Investment Advice . . . Helping You Make Better Investment Decisions
Unlike most financial advisors, Helm Financial Advisors, LLC, receives no commissions. We work for you, not for Wall Street. Because we have no conflicts of interest, we can offer sound, unbiased advice on your money.
Investing can be complicated, and mistakes can be costly. Shouldn't you work with a trusted advisor rather than a salesperson?
When you meet with us, we will:
Thoroughly discuss your goals before making investment recommendations;
Look at all the financial risks you are taking before determining your appropriate level of investment risk;
Review all your accounts and determine not just the right asset allocation but also the right asset location;
Recommend the real estate exposure you need in order to achieve long-term financial stability;
Integrate tax planning with your investment strategy to produce a higher after-tax return.
A solid portfolio can only be created if it is tailored to your needs, goals and concerns.
A Diversified Approach
There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings.
How do you decide whether to buy an individual stock, a mutual fund, treasuries, commodities, or just leave your money in your savings account?
What are the costs and tax implications of the investments you select?
Which types of investments should you hold in your retirement accounts instead of your brokerage accounts?
When is the right time to sell an investment?
How do you sort through the conflicting advice you read in magazines and on the Internet?
It’s enough to make your head spin. Some people handle it with an investment strategy of putting small amounts in many different investments to make sure they’ve covered all the bases. Others put the majority of their assets in one or two places rather than deal with yet another investment decision they’re not sure of. Does this sound familiar?
Many people don’t understand what their investments are or what they should be doing. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation. Your portfolio will work harder for you when it contains the investments, and uses investment strategies that have been selected based on your needs. As fee-only financial advisors, we will provide you with the objective, unbiased investment recommendations you need to make the best investment decisions.
Would you worry less and be happier receiving objective investment advice? Contact us to discuss your goals, situation, and concerns. We’ll help you make the best investment decisions.