There are many services providers in our industry and no shortage of financial products in the market. Choosing the ones that best meet a client’s needs can be a complicated process. Informed decisions about the services offered and products in any financial situation are best made after a thorough assessment of needs and careful consideration. When meeting with Helium Advisors you will come away better informed when the time comes to make a decision for your unique situation.

Products and services we can help you with or refer include:

  • Retirement Plan Consulting
  • Financial Planning
  • Investment Advisory
  • Individual Retirement Accounts
  • Qualified Retirement Plans (401K, SEP, SIMPLE IRA)
  • Non-Qualified Deferred Compensation Plans
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • U.S.Treasuries Securities
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance
  • Group health benefits