It is our goal to ensure business consulting clients have a strategic plan in place to avoid financial issues now and down the line. We know that it’s more expensive to get out of trouble once you’re already in it, rather than to plan in advance. That’s why we work to help business leaders lay the groundwork to financial success early on, while preparing for any hiccups along the way. Our business consulting services can be tailored to meet the individual needs of any business leader. Whether an ongoing engagement, or assistance on an as-needed basis, we will act as a trusted advisor as businesses navigate the financial waters of their industry. Our business consulting services can include:

• Asset Management and protection
• Retirement planning and other employee benefits
• Tax strategies
• Business succession planning

We have more than three decades of business consulting experience. Count
on J.R. Helms to deliver comprehensive, knowledgeable business consulting services to meet your individual needs.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (317) 337-2980 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!