WELCOME TO HELIX Financial

Why HELIX Financial?

These days people have many choices as to who they work with on their financial plans, so what is it that makes working with HELIX Financial truly unique?

The “HELIX Edge” helps our clients, and our team, define what a successful partnership entails, by asking the simple question. “If we were to meet here 3 years from today what needs to have happened for you to feel satisfied with the progress you’ve made?” It gives our relationship a specific target to work toward.

Also, by beginning most conversations with the question: “What keeps you up at night?” our advisors set the stage with clients by showing our first priority is to help them, not simply try to sell them something.

HELIX Financial is dedicated to asking the tough questions and helping our clients move through a continual process that guides them toward their goals. We aren’t interested in telling people why we think we are “better” than any other firms out there because “better” is a relatively immeasurable term. That’s why we focus on how we are different. Are you ready for a unique relationship? Give HELIX Financial a try!

Educational video