Are making the best decisions about insurance, estate planning, retirement planning, budgeting and other important financial decisions? Have the investments and the investment strategies that will allow you to reach your most important goals? Are paying only what you truly owe in taxes instead of giving the government what's rightfully yours?
If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice and overwhelmed by the amount of information available. You're wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children's education or your retirement?
If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice and overwhelmed by the amount of information available. You're wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children's education or your retirement?
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Do want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? Whatever your current situation, financial concerns have an impact on your life and relationships.
Many experts agree that company pensions and Social Security will no longer be enough to cover the cost of living for many individuals. It is never too early to start to think about tomorrow. If you have questions about planning for your future financial security, contact us. We will provide you with professional and competent advice when it comes to choosing the right strategy.
Unlike most financial advisors, Helm Financial Advisors, LLC, receives no commissions. We work for you, not for Wall Street. Because we have no conflicts of interest, we can offer sound, unbiased advice on your money. Integrate tax planning with your investment strategy to produce a higher after-tax return.
You don't have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it's hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That's no surprise when tax laws change every year-even in years when no major tax legislation is enacted.
Mark Helm is the founder of and principal of Helm Financial Advisors, LLC. He is a Certified Financial Planner (CFP), holds a Bachelor's Degree in Economics from the University of Minnesota and a Master's Degree in International Affairs from American University.
In addition, he has earned the Enrolled Agent (EA) designation from the U.S. Treasury Department, which allows him to represent clients before the International Revenue Service, a privilege reserved only for EAs, tax attorneys and CPAs.He opened his financial planning practice in 2003 and specializes in working with families, retirees and small business owners.
In addition, he has earned the Enrolled Agent (EA) designation from the U.S. Treasury Department, which allows him to represent clients before the International Revenue Service, a privilege reserved only for EAs, tax attorneys and CPAs.He opened his financial planning practice in 2003 and specializes in working with families, retirees and small business owners.
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