I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives.
My financial advisor journey started when I graduated from college. The economic slump left the landscape of my future rocky at best. Determined to find a career I was passionate about, I gave 110% in all ventures I pursued. While I managed to create a name for myself working in marketing for Pabst Brewery and Mobil Chemical, I didn’t feel satisfied or fulfilled. I wanted a challenge and an opportunity to think outside the box.
When my father-in-law introduced me to the world of investments and financial planning, I immediately knew this was my calling. A few different things inspired me to change careers and become an advisor.
First, while researching wealth management and financial planning firms and services, I realized that many people weren’t receiving the necessary comprehensive financial life planning to assist them with their day-to-day issues and concerns that ultimately help them meet their long-term aspirations.
Second, I thought back to my family experiences with finance. While my parents could provide me with all the basics of life, we didn’t have the extra income for vacations, an emergency savings fund, and other luxuries. As the first in my family to attend and graduate from college, I wanted to seek a more fulfilling life without experiencing the stress that comes with a lack of money.
These two experiences inspired me to follow my calling. After researching more than 100 financial companies, I joined Cigna Individual Financial Services in 1988.
Fast-forward nearly 30 years and here I am today managing my own independent wealth management firm, Suncoast Advisory Group. My journey has taken me through market ups and downs and clients’ life milestones. And while there are plenty of hurdles and challenges to face balancing my role as an advisor and business owner, I can’t imagine being in any other career.
Every day, I’m driven by my desire to reduce stress in people’s lives. I feel honored that so many people have trusted me to help them through difficult issues and problems. I’m humbled to have been able to improve the quality of families’ lives, and there’s nothing more fulfilling than receiving a “thank you” note or email from a client who appreciates my help.
I am committed to providing a financial life planning experience that goes beyond what the conventional firm offers. If you’re approaching a major life milestone, have questions about your financial journey, or would like to chat, I’d be happy to schedule a consultation, no fees and no strings attached. To learn more, contact me by email at firstname.lastname@example.org or by phone at 941-320-5532. I look forward to guiding you along your life path.
Rick Helbing is a financial advisor and a co-founder of Suncoast Advisory Group, afirm that specializes in providing innovative financial and practice planning for physicians, dentists, and family-owned businesses. Investment Advisory Services provided through Partnervest Advisory Services, LLC. Along with nearly three decades of experience in financial services, Rick has advanced knowledge of and training in financial life planning, holding the Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ certifications. Guiding the vision of Suncoast Advisory Group, Rick has led the firm to gain national recognition, and Medical Economics named him one of the top 150 advisors in the country for physicians from 2009 through 2013*. While headquartered in Sarasota, Florida, he has the technology and ability to work with clients nationwide. To learn more, connect with him on LinkedIn or visit www.suncoastadvisorygroup.com.
*Based on credentials, educational background, experience, size of the firm, minimum portfolio requirements and noteworthy professional achievements. See www.medicaleconomics.com. Third-party recognition from publications does not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. This recognition should not be construed as an endorsement of the adviser by any client nor is it representative of any one client’s evaluation.