Keith Helmendach

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Keith Helmendach

Keith HelmendachKeith HelmendachKeith Helmendach
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Our Features and Services

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Protect Your Health

Protect Your Health

Protect Your Health

Maximize Your Medicare Coverage and Prepare for Long Term Needs

Which Medicare plan fits your level of health AND your healthcare wants and needs

Evaluate the other option to costly long-term care insurance

Protect Your Health

Protect Your Health

Protect Your Assets

Protect Your Health

Protect Your Spouse and Children

Estate Planning With Revocable Trusts

Wills WILL NOT keep your assets from going through probate court in NC and most states

Probate court costs can reach up to 10% of your total assets

Protect Your Spouse and Children

Protect Your Spouse and Children

Protect Your Spouse and Children

Your Life Insurance Plan

Create your own bank - with guaranteed rates of return

Provide tax-free retirement income while creating long-term legacy plan

Protect Your Financial Future

Protect Your Spouse and Children

Protecting Against Rising Taxes

Maximize Your Social Security Funds & Fill You "Gap"

Select the optimal time to take your social security withdrawal

Create a plan for what your 401k / IRA's will not cover

Protecting Against Rising Taxes

Protect Your Spouse and Children

Protecting Against Rising Taxes

Building Your Tax-Free Retirement Plan


Implement the second-mostpopular tax-free retirement investment, after the Roth IRA


Transfer current taxable assets to tax-free retirement assets to legally lower your annual taxable income


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