Your Strategic Plan for a Winning Future
Like the tortoise who ran his race steadily and focused on his path and his goal, we can work together to help you create, coordinate and execute a strategic plan that puts you on the path to winning your race. We pride ourselves on being a long-term partner and coach for you in your personal race, which is why many of our clients have been with us for over 20 years, even spanning multiple generations in many cases.
When you choose Himelick Financial Group, you can expect high-touch service, truly holistic financial planning and a highly personalized, strategic plan to help you mitigate risk, preserve your wealth, and pursue the life in retirement you desire.
Find the Confidence to Enjoy Your Retirement
Life's journey is full of variables and unexpected turns which can make planning for retirement a significant challenge for most people. When should you retire? What kind of insurance and tax strategies are ideal for your situation? Are your investments on track to meet your goals within your timeline?
Beyond addressing common questions, we'll help you ask the right questions and find the answers to help set you on the course to living the kind of retirement you can enjoy. Imagine being confident, not only in your retirement situation, but also in the legacy you can leave for your family. Let's run this race – and win it – together.
Serving You, As Steadily as the Turtle
For many, the turtle symbolizes a safe haven and demonstrates a quiet strength. Scientists have concluded that turtles have remained relatively unchanged for at least 150 million years. It seems that normal evolutionary stressors which affect virtually all species have had minimal impact on the turtle, but perhaps this is because the turtle is surprisingly adaptive and is already genetically equipped to weather the storms of change.
As a child, you may have read Aesop's Fable of "The Tortoise and the Hare," in which the tortoise journeyed toward the finish line with a steady pace and sure footing, without regard to the hare who raced ahead early on. Our sense is that the turtle's symbology and this story have meaningful applications to both our clients' and the firms' success. We adapt to face the ever-changing landscape of the world of finance, and we steadily lead the way toward the goal ahead.