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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

Helpful Content

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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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.

Perception vs. Reality

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

A Fruitful Retirement: Social Security Benefit

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Rightsizing for Retirement

What does your home really cost?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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