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Practice Areas
Private Clients
Retirement Solutions
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Thomas M.
Helman, ChFC, CFP™, MSFS
Director, Private Client Services
Pittsburgh Office
Tom has been with Solenture since 1999 and
focuses on working with executives, business owners, and other high
income or high net worth individuals. Tom works with these
individuals on personal risk management, cash and income planning for
retirement, and wealth transfer strategies including fulfilling
charitable intents or other goals.
Tom also performs transition planning for
executives and business owners. This planning is designed to
maximize the transition of executive compensation and benefits and the
value of business ownership into the individual’s personal financial
plan. This includes planning related to recruiting, retaining and
rewarding key employees as well as buy-sell planning and business
succession planning to maximize business value.
Tom also works with Solenture’s Strategic
Ventures Group to identify and evaluate cutting edge financial products
and strategies related to the creation, preservation, and transfer of
wealth.
Prior to
joining Solenture, Tom served as an agent and branch manager for
Monumental Life Insurance Company in the individual life, health and
annuity markets.
Tom
holds professional certifications such as the Master of Science in
Financial Services (MSFS) and Chartered Financial Consultant
(ChFC), both from The American College and is a Certified Financial
PlannerTM
(CFPTM)
Certificant.
Education
BS in Business Administration from Indiana University of Pennsylvania
Contact Tom
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