Broker Check

What we offer - Understanding You

"Understanding you is not a one time event, but a lifetime relationship I build with my clients." 

Craig A. Hellmer

Taking the time to understand your primary goals is the first step in working toward your financial success and security for your family.

My responsibility as your financial planner, is to go beyond responsiveness to anticipation, and in doing so attain deep understanding of:

  • Your values, needs, dreams, risk tolerance, and investment objectives.

I are here to help you formulate and articulate your goals and thereby simplify your life in the process.  My clients take care of my family, so I, as your financial planner, take care of my clients as if they are my family.  "Jesus would expect nothing less from me, so rest assured, you can expect me to take care of you."