About Us

^{Marc Helfrich, Bob Badali, Idolina Shumway and Rick Lucas of Insured Wealth Management bring more than 70 years of experience in the financial services industry. Our affiliated practices have had the privilege of working with and assisting hundreds of families nearing retirement or already enjoying it. We take our job as financial planners and advisors very seriously and adopt a personal interest in every one of our clients. Our mission to bring an enhanced sense of confidence to the financial lives of our clients, genuinely adds a feeling of fulfillment to our practices.

One or two bad financial decisions can potentially impact your lifestyle and financial legacy in a significant way. To help avoid such potential pitfalls, many DFW residents seek our advice to help them with their financial planning and wealth management.

It’s not uncommon these days, for people to be confronted with conflicting, confusing financial advice creating undue risk. Our planning process is designed to help eliminate confusion, clarifies goals, and lead to the creation of a well-researched, diversified strategy, all aimed toward meeting your goals. Our method of planning is designed to help clients obtain a greater ability to reach their financial goals with a focus on minimizing risk.}