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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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Your DNA Test

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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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A Brief History of Estate Taxes

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Women and Retirement

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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