Individuals and Families

 

Whether we work with a non-profit, a business or other professional service groups, inevitably our work eventually funnels down to helping individuals and families.   Thus serving individuals and families is the core of our business.  They are the reason we are so passionate about providing peace of mind through insightful and strategic planning...it makes a difference in an individual life.

Individuals find that peace of mind through answers to the "what if" questions in their financial life.  Some examples may be "What if we buy that cabin, what if we want to take a new direction in life, what if our investment returns are lower than expected, what if there is hyperinflation, what if we want to leave a family legacy, or what if we need to increase our monthly income in retirement"?  The number of questions is probably countless, but our process to solve the concerns remains consistent and effective.  Do you have "what if" questions in your financial life?  It is uncommon not to. 

You receive peace of mind as you see graphically your projected plan and evaluate the impact of the your life's goals and desires while also evaluating and planning for the unexpected changes in life.  That peace of mind is reclaimed as we consistently meet to manage the unexpected changes in life and manage the inevitable economic downturns and upturns.  We continually focus on the place where your wealth and your life intersect to help you achieve and maintain ultimate financial wellness. 
 
We take special pride in the fact that almost all of our clients come by way of referrals, from either our existing clients or other professional advisors.
 
Our services typically provide the greatest benefit to clients with investment assets of at least $250,000 or a total net worth that exceeds $750,000.
 

Professional Service Groups & Institutions 

Professional services groups, such as doctors and dentists, have a need for experienced and informed consultants who can address specific needs with their various, and sometimes unique, retirement plans. Many members of these groups are also individual clients. 
 
We utilize the same philosophy with these groups as we do with an individual…we want to thoroughly understand your goals and objectives, then create and monitor a meaningful documented plan, and invest and manage your assets in order to support these objectives.

Our clients also include corporations and other institutions for whom we advise on portfolio design and implementation.  Our clients range from a large law firm to a small engineering firm.  We focus again on the individual through quality employee education.  We advise on plans ranging from Defined Contribution (401K), Defined Benefit, Executive Deferred Compensation, to any other need that may be unique to the company.  With any of your plans, we offer you a no-cost "Check-Up" that will indicate to you how your current plan is meeting the objectives for you, your employees, and very importantly, the impact it is having on your organization's financial objectives, both short and long-term. 
 
 

Charitable Organizations & Non-profits

As we mentioned earlier, our passion resides in helping the individual and family.  The local charitable organizations and other non-profit entities provide a significant impact on the individual and family.  While their purposes are vast, their overarching vision is to make the world a better place for each of us.  We find great satisfaction in assisting public and private foundations, endowments and charities for this reason.  

Charitable Organizations and Non-Profits have a great need for more specialized consulting and investment  management  services.  We work closely with charitable organizations and depending on their needs, we advise them on investment policy statements, spending policy statements, recordkeeping, and equally as important, the structure and asset allocation of their portfolio in order to meet their goals and requirements. We are here to shoulder many of the responsibilities that may require such expertise.  Again, we offer a no-cost "Check-Up" that will address each aspect of your foundation so that you can clearly see if your portfolio is aligned with your objectives.  
©2010 THE HELMSTAR GROUP. All rights reserved.