Google 5☆ Reviews
working with Keith has been such a pleasure. He has explained all of my financial questions with ease!
Keith did a wonderful Job answering all of my financial planning questions!
Keith did an amazing job helping my wife and I better understand some facts about planning for retirement. Very informative meeting.
Great class on Social Security. Planning on attending more classes in the future.
I attended a free “social security” class that was available in my community. Keith, the instructor, did a great job and taught us everything we needed to know about SS. It was excellent! I thought I pretty much knew enough about SS but I actually learned a lot more; different strategies about what age to begin your draw, tips about taxes on SS, and other meaningful information. I am going to take other classes that they offer as well. I highly recommend this class.
It was a pleasure to met Keith. On the day of the seminar, the room was set up and had a booklet at every place. Keith greeted everyone as they came in the room. Since the topic of Social Security benefits cannot be drilled down to all the very specific options in a short time, this was a very good presentation on the overview of one’s benefits. One of the main positives of this presentation was that I realized I have been keeping up on my upcoming Social Security. Attending this seminar everyone was provided the option to sign up for a one on one strategy session with Keith. Keith was able to provide real time numbers and projections for me to help me make a sound decision when it comes to receiving my benefits. Keith was very helpful and I’m happy. I attended both the initial seminar and the one on one strategy session. I appreciate the time Keith took to provide me, and all who attended the information.
Keith is knowledgeable, friendly, able to understand complex issues and offers practical, easy-to-understand advice.
Keith has been great at walking through some financial decisions for me and my family! He’s patient and genuinely seeks to help you make the right decisions for your future plans. Do not hesitate to contact him and see how he can best help you as well!!
Keith is very responsive and helpful with all my Medicare questions. His explanations are tailored to my specific situation which I so appreciate.
I personally recommend the classes offered by Keith Helmendach for Social Security and Medicare. These topics are more complex than meet the eye and Keith makes them less complex by putting things into laymen's terms. I will take these courses again, as I get closer to actual retirement. Thank you, Keith, for your commitment and service to the community in providing this critical information.
