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
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Why have the markets been so volatile recently?
This checklist can give you a quick snapshot of how prepared you are.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a quick guide to checking to see if you have unclaimed money.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.