An Adaptive Course for
Long-term Financial Success
At Himelick Financial Group, we've come to understand that "steady wins the race." We'll be your financial guide for every leg of your financial journey to pursuing the winning future you desire.
Let our team of highly skilled financial professionals be your steady guide and lifelong advocate for all your financial planning and wealth management needs. Find out what we can do for you.
Through our holistic planning process, our financial planners work with you to diagnose your current financial circumstances and develop, execute and monitor your custom plan, which incorporates a best-fit combination of our financial services, tools and products to suit your needs and goals.
To successfully preserve wealth is to understand the headwinds you'll face to that end, from taxes to inflation and more. That's where we come in – and excel. We also work to coordinate tax and estate preparation as an integral part of your wealth preservation plan and for the benefit of the generations that follow.
We view portfolio management as a science and an art form. We carefully weigh your specific goals, objectives, timeline and personal perspectives against your risk tolerance and the many variables that go into effectively managing your risk and helping you reach your goals in a changing financial landscape.
We provide proactive retirement planning through ongoing oversight, risk assessment and collaboration with your other financial and legal professionals. We can be your steady, lifelong partners and advocates in helping you to plan and prepare at every life stage for the kind of retirement you can enjoy.
Sea turtles survived the mass extinction event that claimed three-quarters of the animal and plant life on Earth. This example allows us to see the degree of adaptability of these reptiles. It's the same characteristic we inspire through well-crafted financial plans for each of our clients.
We aim to provide truly holistic financial planning and risk management through a highly intentional and proactive approach and a deep understanding of your personal values and circumstances. This understanding serves as a foundation for your plan and a compass for our recommendations. Financial planning should be a steady, long-term endeavor, and we aspire to be your lifelong advocates in financial planning. We measure our success by your ability to pursue the life you desire and enjoy your retirement.
Develop an investment portfolio that fits your unique needs. Start by completing our risk tolerance questionnaire regarding your financial goals, risk tolerance, financial sophistication and investment time horizon so our team of experts can gain a better understanding of your financial objectives.
When you trust Himelick Financial Group with your financial planning and wealth management needs, you can expect a five-star experience. Each year, Five Star Professional* recognizes a group of wealth managers from all over the country who provide quality services and meet the qualifications needed to be considered for this award. Joe and Pat Himelick (nine- and eight-time winners, respectively) have consistently been selected as Five Star Wealth Managers in the Austin, San Antonio and Central Texas region. Experience five star service from the team that puts you first.
Himelick Financial Group's services are client-centric, and we'll work as a team to provide you with a truly holistic plan which artfully and effectively coordinates the best-fit products and services for you. From accumulation, to income distribution strategies, wealth transfer strategies and much more, we can help you clarify and prioritize your objectives and help keep you on a steady course to pursuing the kind of life you want to live and a retirement you can enjoy.
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*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.