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Services

Helmsman Financial Group, LLC (HFG) specializes in Portfolio Investment Management, Retirement Planning, and Portfolio Analysis & Development.

Portfolio Investment Management

HFG offers three different Portfolio Investment Management programs to meet your individual needs.

Portfolio Administrative Service (PAS)

This program is best suited for those who are interested in including various investment products such as no-load mutual funds, ETFs and individual stocks and bonds in their portfolios, and who want to have the final say on any investment decisions.

Financial Stewardship Program (FSP)

This program is best suited for those who are interested in including various investment products such as no-load mutual, ETFs funds and individual stocks and bonds in their portfolios, but who want to leave the final investment decisions up to the HFG financial advisors.

Fund Investment Program (FIP)

This discretionary program is best suited for those with smaller portfolios since the investment products used are mutual funds only and ETFs.

Program Comparison

Click here to view a side-by-side comparative graphic that showcases the key differences between HFG’s three Portfolio Investment Management programs.

Retirement Planning Service

If you are looking to your financial future and see more questions than answers, let HFG clarify your financial picture. Our retirement plans act as a roadmap for you to follow, which can help you get to where you want to go.

Portfolio Analysis & Development

Even if you manage your own portfolio, you may want a second opinion from a seasoned professional from time to time. HFG can give you a comprehensive review of your assets and make un-biased recommendations where needed.