Marc Helfrich has been helping retirees and pre-retirees plan their “second life” for over 27 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 that keeps pace with inflation. He educates his clients on the best claiming strategies for Social Security and advises them how to align their investments with their retirement goals and needs. This gives them confidence that their money will last as long as they do. As a resident for 34 years, Marc has strong roots in Collin County, and he is a founding member of the Murphy Community Leadership Council. Marc has been married 30 years to his wife Nancy and has two daughters, Rachel and Sarah, who are graduates of the Univ. of Texas and Texas State Univ. Insured Wealth Management has an A+ Rating with the Better Business Bureau.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (972) 767-8370 today!
As an independent firm, Insured Wealth Management has the freedom to design retirement solutions that are right for each individual. We offer unbiased investment advice. We believe that smart financial decisions impact the quality of your life.