Marc Helfrich has been helping retirees and pre-retirees plan their “second life” for over 20 years. Being a Registered Investment Advisor, Marc serves in a fiduciary role to all of his clients. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income. He educates his clients with a new way to think about money, investing, and retirement planning. This gives them confidence that their money will last as long as they do. Furthermore, he’s also proficient in developing and implementing estate planning strategies by working closely with a professional advisory network of experienced CPAs and attorneys. On a personal note, Marc is a founding member of the Murphy Community Leadership Council, business member of the Rockwall and Rowlett Chamber of Commerce, financial supporter and parent volunteer for Sting Soccer Club and the Chamberlain Ballet and Performing Arts. Marc has been married 24 years to his wife Nancy and has two daughters, Rachel and Sarah, who are students at the University of Texas and Texas State University.
At Insured Wealth Management, Our Sole Focus Is YOU.
Insured Wealth Management’s mission is to help restore lost confidence in your ability to sustain your ideal lifestyle throughout your retirement. Our specialty is retirement planning with a focus on income and estate planning.
Our Financial Advisors
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (972) 767-8370 today!