Danielle Helfrich has dedicated her career to serving the financial needs of her clients. Her wealth management experience spans over 27 years where she has assisted individuals, families and small business owners in achieving their financial goals. Danielle prefers a holistic planning approach that includes a thorough discovery process, innovative customized solutions and assistance in implementation of the plan. Through this comprehensive process, Danielle is able to build deep and longstanding relationships with her clients. Hosting educational events and seminars is a high priority and offers the opportunity to empower others and to instill financial confidence.
Danielle has experience and expertise in group qualified retirement plans and enjoys strategizing with business owners on the design and implementation of cost effective, tax efficient plans that benefit all stakeholders. Additionally, Danielle has a passion for assisting widows, widowers and divorcees. Her compassion and partnership with these individuals enable and empower them to gain control of their financial affairs during an extremely difficult time.
Danielle has her Series 63, Series 66, and Series 7 Securities registrations and is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. She is able to offer securities in AK, AZ, DC, FL, IN, IL, MI, and TX. Danielle is insurance-licensed in IN, IL, TN, and TX. Her specific services, along with the TrueWealth team, include but are not limited to:
- Comprehensive Financial Planning
- Retirement and Estate Planning Strategies
- Asset Management and Distribution
- Charitable Giving Approaches
- Life, Disability, and Long-Term Care Insurance Options
Danielle’s passion and commitment to helping others is apparent in her time away from the office. Having attended a private women’s college owned by the P.E.O. Sisterhood, an international philanthropic women’s organization, Danielle is focused on providing educational opportunities for other females worldwide and is a founding and active member of a local P.E.O. Chapter. She is an active volunteer and foster for Child and Pet Relief Fund, a 501c3 dedicated to ending the needless euthanasia of adoptable animals. Danielle is also the Co-Director of The Lake County Pet Expo, a large annual event held to raise funds and promote animal adoption for over 20 local animal rescues and shelters.
Danielle is married to Bill and is the proud mom of three children, Alexandra (27), Emma (25) and Caden (20). She also has three dogs and one kitty (all adopted, of course). In her spare time, she enjoys gardening, reading, hiking and tennis.