Craig Hellmer Email & Phone Number

“Our Clients’ Interests Come First – Above All Else! We focus on clients needs by not having sales goals nor do we offer proprietary investment products. Our focus remains on you, the client.” Craig A HellmerMy goal as the President and founder of Hellmer Wealth Management is to provide excellent client service and financial advice. My clients have come to expect:● A Total Wealth Management approach.● Regular face to face meetings.● A Financial Plan.● Diversification*. Don’t put all your eggs in one basket.● Asset allocation* models custom designed to fit one’s risk tolerance and time frame. ● Professional money management. ● Regular portfolio rebalancing*. (A strategy where we implement a system to buy into the market when it’s low and sell when it’s high. This also ensures your risk level is maintained). Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.● Client focused advice. Do you ever feel like your broker is making decisions based on what is best for him/her and not what is best for you?* Diversification nor asset allocation guarantee against a loss nor ensure a profit. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs."Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

Listed skills include Wealth Management, Strategic Financial Planning, Series 7, Investments, and 28 others.

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  Freed-Hardeman University

  Finance, General