I'm really interested in setting up a Trust, and the streamlined approach of Helios looks appealing: https://heliosdriven.com/hip/
However, Helios will only engage with clients through a Financial Advisor.
Any known experience or a Finance Advisor that uses Helios ?
Thanks !
Any Finance Advisors using Helios for estates and trusts ?
Re: Any Finance Advisors using Helios for estates and trusts ?
I really think you want to work with an attorney who is familiar with Trust law in your state.
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Re: Any Finance Advisors using Helios for estates and trusts ?
Financial advisor may try to sell you whole life to go in the trust. Could easily become conflict of interest.
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Re: Any Finance Advisors using Helios for estates and trusts ?
I looked at this link. It looks like it is marketing to financial advisors, to train them and eventually refer their clients to their trust services.Kumsajack wrote: ↑Wed Jun 16, 2021 10:30 am I'm really interested in setting up a Trust, and the streamlined approach of Helios looks appealing: https://heliosdriven.com/hip/
However, Helios will only engage with clients through a Financial Advisor.
OP, Unless you're a financial advisor or want to pay one, I'd look elsewhere. A good estate planning attorney won't care if you, the client, has a financial advisor or not. But if you used a Helio-trained financial advisor, you'd probably arrive at the lawyer knowing some terminology and basic concepts, that you can pick up elsewhere (like at Bogleheads.org).
Re: Any Finance Advisors using Helios for estates and trusts ?
https://podcasts.apple.com/us/podcast/t ... 0478598065
Here's where I first learned of Helios. I think it's a logical outgrowth of a lot of FinTech initiatives.
Here's where I first learned of Helios. I think it's a logical outgrowth of a lot of FinTech initiatives.