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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

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

 

Is Your Financial House Haunted?

It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

Asset Protection What it is and why it matters

Asset protection is about having strategies to help protect personal assets and reduce risk if things go wrong.

Thanks Mom

It turns out Mom really did know best when she laid down essential truths to live by.

How Women Make It Happen

Women’s History Month celebrates ceiling-shattering women of the past, as well as the empowerment of women in the present.

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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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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

What is Life Insurance? Part 1

What is Life Insurance? Part 1

The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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