Walter L. Helms, CFP

770-763-0673

Walter L. Helms (Walt) is a Principal of Nease, Lagana, Eden, & Culley, Inc. He joined NLEC in 2008 and specializes in creating customized wealth transfer plans for affluent families and business owners. These strategies include combining life insurance with appropriate transfer strategies to meet the objectives of the families and business owners. Typical plans include multiple generations and employ sophisticated techniques such as Irrevocable Life Insurance Trusts (ILITs), split dollar arrangements, Family Limited Partnerships (FLPs), installment sales and discounted assets. Additionally, Walt advises corporate clients on employee benefit plans including Non-Qualified Deferred Compensation (NQDC) plans, Supplemental Executive Retirement Plans (SERPs) and executive bonus plans.

Walt regularly speaks at local, regional and national conferences on topics including life insurance and sophisticated strategies to efficiently transfer assets over multiple generations. He also participates on various national committees advising life insurance carriers on product development for the affluent market as well as advocating for the entire life insurance community regarding appropriate tax and regulatory treatment of life insurance. Additionally, he has held teaching positions at Georgia State, Emory, and Oglethorpe University.

Walt received a Bachelor of Science in Management from the Georgia Institute of Technology. He continued his graduate studies at the Georgia State University earning two degrees—a Master of Taxation and Master of Science in Personal Financial Planning. He is a registered representative of M Holdings Securities, Inc.

Leadership:

  • Member of the Association of Advanced Life Underwriters
  • Member of Atlanta Estate Planning Council
  • Member of North GA Estate Planning Council
  • Member Product Development Group (PDG) – M Financial Group
  • Member Government Affairs Committee (MGAC) – M Financial Group
  • Chair of the Georgia Foundation for Public Education (GFPE)

Certifications/Licenses:

  • Certified Financial PlannerTM
  • Series 7 and 63 securities licenses