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“Dear Mr. Helms:

As an attorney well versed in estate Planning, I find that you were most helpful in resolving the complex nature of my client’s affairs. The due diligence work that you provided was very professional and alert to the problems created by the Irrevocable Life Insurance Trust (ILIT) that was entered into some six years ago.

My Client and the trustee of the ILIT are as pleased with your professional manner and demeanor as I am, and I thought I would let you now.”

John B. F., Esq.

March 2, 2005

“Dear John:

Thanks for your expertise, and service, and the high level of integrity that you represented when you assisted me in setting up our business planning program. We all feel confident that the program you helped us establish will be of great benefit.

I was impressed with your creative and innovative strategies. I was not aware of all the tax advantages in our executive benefit plans.

It is a relief to know that the company I’ve poured so much time, money and energy in to is protected. Again, thanks for your help.”

Robert D. M.

February 2, 2001

“To Whom It May Concern:

John Helms and The Premium Recovery Solution™ made a significant impact on my family's insurance planning. John performed an in-depth policy review, and through that process, identified a great opportunity. He sold two policies for more than the cash value, therefore lower our insurance costs 85%! John uncovered $1.7 million of immediate, verifiable value. I strongly recommend John Helms.”

William A. B.

August 6, 2003


“To Whom It May Concern:

Many of us are wrapped up in our day-to-day busyness that we often forget to plan for the future and yet it is so vital that we plan for our futures now, not at the end of our careers, as many of us tend to do.

After numerous persistent, yet patient attempts, John Helms finally got my attention. John and I met together many times and I realized that John's professionalism and business experience were exactly what our business needed to have a successful future.

I highly recommend that you take a moment out of your busy schedule to meet John Helms so that you may listen, learn, and build a profitable business plan. Having been in business myself for 23 years, I have set up a few company plans for employees and owners. However, I discovered after meeting with John that we were deficient in our benefit and retirement plans. John, through his expertise, has helped us not only in his particular scope of business, but in our complete business plan. John Helms will prove to be of great value to your company's future.

Please feel free to call me. I would be more than happy to discuss our company strategies, which I feel are now as complete and professional as we could make them.”

Darryl Newell, President
Newport Homes

November 20, 2001

“John was referred to me by one of my customers. Because of that referral, I met with John and was enlightened. Enlightened to the fact that money made can be protected, and invested with a good return. Let this be your referral to John Helms.

I encourage business me to engage investment advisors. If you are the to the position in life to need these services, utilize John as your partner in financial security.

Dexter S. D., President

February 22, 2001

“The purpose of this letter is to recommend to you Mr. John E. Helms, CLU, CFP® for your financial planning needs. He came well recommended to my husband and I and we were very satisfied with his knowledge and professionalism.

Because of Mr. Helms’ expertise and advice, we were able to make a decision that will prove beneficial to us in long-term financial planning. I am looking forward to receiving the additional interest my new annuity will pay over the IRA I have had for the last five years!”

Janet E. A.

March 1, 2005

" The Premium Recovery Solution reduced our insurance costs by 85%....John uncovered $1.7 million of immediate, verifiable value...."

To read more testimonials about John Helms click here.

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