Our team takes a highly intentional and proactive approach to creating and executing your custom financial plan. This requires a profound understanding of your personal values and your unique circumstances, which we take time to learn from you. We view financial planning as a steady, long-term endeavor which accounts for the things you value most and aspire to achieve, as well as the risks you'll face along the way. We measure our success by your ability to pursue the life you desire and, ultimately, 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.
As you look to the near and distant future, prioritizing your various goals and objectives can often feel overwhelming or even disorienting. Our experienced team of supportive professionals can help you clarify and prioritize your needs and desires and help you develop a personalized plan tailored to suit your circumstances.
Our award-winning* service, coupled with time-tested strategies and the best-fit products and solutions are designed to meet your specific needs. From short-term goals, to college and retirement savings, and everywhere in between, Himelick Financial Group will guide and support you all along the path to your desired future.
We aim to develop long-term relationships and guide you along your path in life to your desired future, a retirement you can enjoy. To get there, we first take the time to gather an understanding of exactly where you are today. We take a comprehensive look at your financial state, going over as much personal information as you're willing to share. This can include financial statements, wills, trusts, existing investment and savings accounts and more. With this foundational understanding, we can chart out your course forward to help you get where you want to be in the future.
Every life stage comes with challenges and shifting financial focuses. We'll help you plan for your changing needs and avoid common roadblocks in pursuing your goals.
While our methods are time-tested and backed by decades of experience and academic market research, our process of financial planning is completely customized to suit your specific needs. Through a proactive approach which involves holistic planning, long-term support and diligent risk mitigation, we'll help you avoid common roadblocks brought on by unexpected events in life and in the financial market. You can trust that you have a dynamic plan in place which can enable you to pursue the life you want today and truly enjoy your retirement tomorrow.
Get free AdviceWorks access to see a holistic view of your finances. Keep track of your financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information and measure your progress in real time – all from a single log in.
Contact our office to enroll today.
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We artfully coordinate the best-fit products and services for you and your personal circumstances. From accumulation, to income distribution strategies, wealth transfer strategies and much more, we're here to help you.
Here at Himelick Financial Group, our team of dedicated professionals has decades of experience and a track record of excellence. We are team-oriented and will always take a teamwork approach to serving you and putting your needs first.
With our winning combination of renowned financial advisors and a variety of products and services tailored to your needs, we're here for you. Contact us today for a complimentary consultation.
*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.