Broker Check

Services

Pre-Retirement Planning 

The retirement light at the end of your career tunnel is closer than you think.

While you’re still working and earning a consistent paycheck, it’s crucial to have a plan that encompasses your vision for retirement.

Our pre-retirement planning process focuses on determining whether the money you’re saving now will sustain your lifestyle once you retire. If not, we may be able to provide an effective plan for making your dreams more of a reality.


Income Planning 

Having retirement savings is not the same thing as having retirement income.

Now is the time to begin using your life savings to create the income plan you’ll need for a long and fulfilling retirement.

For many retirees, their Social Security benefit forms the foundation of their retirement income plan. We help you understand this complex matter and maximize your benefits. However, it is important to recognize that the days of relying solely on Social Security and your pension are long gone.

By defining your goals, evaluating your current financial state and designing a sustainable retirement plan, we can help make the process of this incredible investment and mental challenge much easier.


Legacy Planning 

Rest assured in the long-term future of your family’s or business’ wealth.

We will review your wills, estate plans, trusts, taxes and insurance so that every aspect of your financial portfolio is coordinated for clarity and multi-generational wealth.

This all-inclusive view shifts the focus away from financial products and back on the people who matter to you most.

Hall Financial Group LLC does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.