We believe that no financial plan should be identical to one another, and we work with our clients to provide a plan that is individually tailored to each specific client we serve.

Why choose
HELIX Wealth Advisors?

The initial meeting (Fit Appointment) establishes what role the HELIX team will play in assisting with your needs. Simple instances of answering a question, providing a proposal, or establishing an account can be accomplished without much complexity.

For those new clients that choose to do a comprehensive plan, we charge a fee for our planning services. This way, if the client chooses not to do further business with us or their current relationships are satisfactory, we are compensated for our time invested in preparing their plan.

There is never an obligation from the client to purchase anything.

Contact Us

TRANSACTIONAL VS. TRANSFORMATIONAL

Our business model offers two distinct options for prospective clients. One that is “transactional”; and another that is “transformational”.

For those of you that have a specific need, such as reviewing retirement accounts or finding alternative ideas for a brokerage account you’ve had for years, we can help. With a simple “transaction” driven process, we will sit down with you and visit about things like risk tolerance levels, potential tax implications, liquidity needs, fee structures, and expectations.

For others that would like to go through a more “transformational” process, we offer comprehensive planning for a fee. We utilize a carefully constructed process that will guide you through your various life stages. Our highly innovative software will help to identify your needs, wants, and wishes and offer ideas to help you measure your probability of success for accomplishment.

Either way, we strive to provide value to our clients regardless of market conditions.

WHAT STAGE OF LIFE ARE YOU IN?

Life changes, and so do the things that have a tendency to keep you up at night.
As a result, any financial plan should evolve with your changing life stages.
Here you see topics that we often find are important to our clients at these chronological life stages.

YOUNG — SINGLE

Employee Benefits
Medical Insurance
Debt Analysis
Budgeting + Cash Flow
Emergency Fund
Savings Strategies
Basic Estate Documents

YOUNG — MARRIED

Employee Benefits
Medical Insurance
Debt Analysis
Budgeting + Cash Flow
Emergency Fund
Savings Strategies
Home Purchase
Life Insurance Needs
Income Protection
Basic Estate Documents

YOUNG — MARRIED WITH CHILDREN

Employee Benefits
Medical Insurance
Debt Analysis
Budgeting + Cash Flow
Emergency Fund
Savings Strategies
Home Purchase
Life Insurance Needs
Income Protection
College Savings Plans
Basic Estate Documents + Testamentary trust

PEAK EARNING YEARS

Employee Benefits
Debt Analysis
Emergency Fund
Asset & Wealth Management
Review of Retirement Assets from Past Employers
College Savings Plans
Life Insurance Needs + Review of Existing Policies
Income Protection
Caring for a Parent
Comprehensive Estate Planning

PRE-RETIREMENT

Distribution Planning + Analysis of Retirement Assets
Social Security Options + Elections
Debt Analysis
Asset & Wealth Management
Review of Retirement Assets from Past Employers
College Savings Plans
Life Insurance Transition
to Legacy Planning + Estate Maximization
Caring for a Parent
Comprehensive Estate Planning

DISTRIBUTION PHASE

Distribution Planning
Pension + Social Security Elections
Retirement Budgeting
Retirement Plan Reviews
Asset & Wealth Management
Life Insurance Transition
to Legacy Planning + Estate Planning
Caring for a Parent
Financial Support for a Child
Supplemental Healthcare Coverage
Long Term Care Analysis
Charitable Giving
Pre-Need Planning
Comprehensive Estate Planning

LEGACY PLANNING — TRANSITION OF WEALTH

Asset & Wealth Management
Preservation of Capital
Transition of Wealth to Next Generation
Healthcare + Living Accommodations
Financial Support of a Child
Estate Tax Analysis
Life Insurance for Estate Purposes
Charitable Giving
Pre-Need Planning
Comprehensive Estate Planning

HELIX WEALTH ADVISORS CAN ASSIST YOU IN ANY STAGE OF LIFE.

See where you fit in, ask yourself if these things are important to you, and visit with the HELIX team
to see how they can help you.

WHAT'S IN A NAME?

“HELIX” is the scientific name for the DNA molecules that create the uniqueness of everyone’s personal genetic code. At HELIX Wealth Advisors, we believe that no financial plan should be identical to one another, and we work with our clients to provide a plan that is individually tailored to each specific client we serve.

OUR PROCESS

FIT APPOINTMENT

Joint Interview (1 hour)

EXECUTIVE SUMMARY

1 page written summary (1 hour)
Retirement Lifestyle Workbook
Client Service Agreement & Disclosure Brochures
Documents Packaged and Delivered to Client
Return Workbook and Client Service Agreement to HELIX

PLAN CONSTRUCTION

Client Service Agreement processed
Preliminary Plan Design + Data Gathering (2 hours)
Schedule Secondary Client Meeting
Meet with Advisor to firm up assumptions, goals, and data (1 hour)
Home Office review of plan design and recommendations
Schedule Presentation Meeting with Client

CLIENT PRESENTATION

Plan Unveiling (1 hour)
Recommendations/Proposal
Pay Invoice for Planning Services
Recommendation Follow-Up

IMPLEMENTATION - Clients are not obligated to implement recommendations.

Appointment setting for new business
Signature ready document prep
Implementation Appointment
New Account processing
Commitment of Service sent to client
30-day follow-up call

EVOLUTION

Courtesy Phone Call — Quarterly/Semiannually
Formal review scheduling
Annual Review Template
Recommendation Follow-Up
i. Performance
ii. Plan Priority Alterations (Needs/Wants/Wishes)
iii. Life Events
iv. Quality of Service Questionnaire