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About Us

Helmsman Financial Group, LLC (HFG) was founded in 1998 by a group of financial professionals and is headquartered in Woodinville, Washington. We specialize in investment portfolio development and management, along with retirement planning for investors seeking wealth preservation and enhancement.

In this industry, there are some factors one cannot control (i.e. stock market fluctuations); however, there are many factors one can control. Effective and regular communication with clients, in-depth research of pertinent investments, and providing clients with the absolute best possible personal service are all within our control and we hope you'll give us the opportunity to show you how important each of these is to us.

At HFG, we strive to educate our clients as to why we are managing their financial assets in the manner we are, because we feel that the more the client understands, the more comfortable they feel. We want our clients to use our expertise to their advantage, and we pride ourselves on putting our clients’ needs first.

Helmsman Financial Group, LLC is a Registered Investment Adviser registered in the State of Washington.