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Welcome to Helms Wealth Management

We are a small, independent wealth management firm focused on helping clients align their resources and goals. Their success energizes our commitment to critical thinking, a clear, understandable strategy and appropriate recommendations. Each client is unique and deserves a personalized approach to their situation. We are free of obligations to banks, Wall Street brokers and proprietary investment packages.

If you need comprehensive wealth management with a high level of personal service, please browse our services and topics. You might find what you are looking for. Thanks for visiting! 

I didn’t write these, but my website server has lots of articles on finance.  They rotate every week or you can go to the main list for specific topics.  Call me if you want to talk about any of them.  Thanks, sh

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A Fruitful Retirement: Social Security Benefit

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Taking your Social Security benefits at the right time may help maximize your benefit.

A Brief History of Estate Taxes

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Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Do you have an estate strategy? You should.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A Fruitful Retirement: Social Security Benefit

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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