About Our Denver Financial Planning Firm
Welcome to Helping Hand Financial – a firm founded on the belief that everyone deserves honest guidance and a partner they can trust on their financial journey.
We are a Denver-based financial planning and wealth management firm that specializes in retirement planning, investment management, and comprehensive financial advice for individuals and families. What sets us apart is our client-first philosophy: we truly put your interests at the heart of everything we do. As an independent, fiduciary advisor, our only loyalty is to our clients (not to sales quotas or corporate shareholders). We take pride in explaining financial concepts in plain English and making sure you feel comfortable and informed every step of the way. Ultimately, our mission is simple: to help you achieve peace of mind and financial security, so you can enjoy life knowing your future is in good hands.
Our Founder & Team
Ben Klesinger
Helping Hand Financial was founded by Ben Klesinger, an accomplished financial professional with over 20 years of experience in the industry. Ben’s background is uniquely broad – he holds degrees in Accounting and Finance from the University of Colorado and has built expertise in areas ranging from investment management to insurance planning and real estatehelpinghandfm.com.
Our Guiding Values
From day one, Helping Hand Financial has operated under a core set of values: Knowledge, Support, and Integrity.
Knowledge
We are committed to continuous learning and excellence in our craft. Financial planning is complex and ever-changing (tax laws update, markets shift, new strategies emerge), so we invest in ongoing education and certifications to serve you better. But knowledge isn’t just for us – it’s for you. We take the time to educate our clients, explaining the “why” behind our recommendations. An informed client is an empowered client. We want you to understand your plan and feel confident in the decisions being made. No question is too small; we encourage you to ask anything.
Support
As our name suggests, we aim to be a helping hand in your financial life. That means we are here for you during all seasons – not just in prosperous times, but also during challenges or uncertainties. We celebrate your victories (like welcoming a new grandchild or paying off a mortgage) and we stand by you in hardships (like navigating a job loss or health scare). Our approach is highly personalized: we listen intently to your concerns, dreams, and even your fears. Then we tailor our advice and services to support those unique needs. We strive to build relationships that last for generations, often getting to know our clients’ children and helping them as well. At the end of the day, your goals become our goals. Your worries become our call to action. We measure our success not just by portfolio numbers, but by the smiles on our clients’ faces when they realize they can retire comfortably or afford that special trip.
Integrity
Trust is the foundation of everything we do. We know you’re entrusting us with something deeply personal – your financial future – and we do not take that lightly. As fiduciaries, we have a legal and moral obligation to act in your best interest at all times. But beyond that, integrity is in our firm’s DNA. We value honesty, transparency, and doing the right thing even when no one is watching. You will see this in our straightforward fee structure (no hidden commissions or surprise charges), in our candid advice (we’ll tell you what you need to hear, not just what you want to hear), and in our confidentiality (your information is always protected). Ben often says that our clients’ trust is our greatest asset – and we wholeheartedly believe that. We work hard every day to continue earning it. If we make a mistake, we own up to it and fix it. If something isn’t within our expertise, we tell you and bring in someone who knows it. Integrity means we treat your finances with the same care and prudence as we would our own.
Community and Commitment
We’re not just located in Denver – we’re invested in Denver. This is our home, and we’re passionate about serving our community. You might find us hosting free financial education workshops at a local library or senior center, volunteering with local nonprofits, or attending neighborhood events. (Ben, for example, has volunteered with Junior Achievement of Rocky Mountain, teaching financial literacy to students.) We believe that improving financial literacy and giving back go hand in hand with our professional mission. When you work with Helping Hand Financial, you’re supporting a local small business that in turn supports others. We think that ethos of caring and community comes through in how we work with clients too. We understand Denver’s cost of living, the housing market fluctuations, and the Colorado lifestyle that might influence your financial choices (maybe you need a camper or ski condo in retirement – we get it!). Our advice is grounded in this local perspective, but informed by global expertise.
In all, we view our relationship with you as a partnership. We bring our experience, knowledge, and dedication, and you bring your goals, values, and life story. Together, we craft and continually refine a plan to help you live the life you envision. There’s no greater reward for us than seeing our clients succeed and knowing we had a part in that journey. That’s who we are – a trusted partner helping you navigate life’s financial decisions, so you can focus on what truly matters to you.
If our approach and values resonate with you, we’d love to get to know you.
Please reach out to schedule an introductory meeting. This no-obligation conversation is a chance to learn about your situation, answer your questions, and see if we’re the right fit to help. We’re confident that once you experience our personalized, no-pressure process, you’ll understand why so many of our clients call us their “financial family.” Thank you for considering Helping Hand Financial – we look forward to possibly serving as your guide and advocate on the path to financial peace of mind.
