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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When you’re married and have children, insurance needs will be different.
An overview of some fundamental steps when a loved one passes.
Do you have an estate strategy? You should.
There are common mistakes you can avoid when saving for retirement.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
When markets shift, experienced investors stick to their strategy.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn about the difference between bulls and bears—markets, that is!
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?