Broker Check

Business Owners

As a business owner, you have taken the time, risk and dedication to cultivate a successful business. You are business-savvy and a prudent investor who is relationship and goal-oriented, and expect the same from your financial professional. What you need is an expert financial advisor who can see and understand your big picture as business owner and to manage the assets and wealth you have already created. You want someone to build customized strategies to help you achieve wealth preservation and growth, minimize tax liabilities, plan for retirement, and manage risk for the future.

At Hall Wealth, we have both the financial and business expertise to provide you with advanced strategies to manage your assets throughout your business life, into retirement and for your estate.  We are experienced in working with companies of all sizes, from small companies to sizable and rapidly-growing businesses.

We provide services to evaluate and advise you on:

  • personal cash flow and goal-based planning
  • career and retirement planning
  • tax liability reduction
  • tax treatment of benefits such as stock options, company pensions and more
  • cash and risk management
  • family trusts, estate management and powers of attorney
  • health, life and long term care insurances
  • charitable donations and foundations

We also offer the following business services:

  • Business Coaching
  • Business Succession*
  • Employer and Employee Benefits
  • Insurance and Risk Management
  • Retirement Plans: IRA’s (Traditional and Roth), SEP’s, SIMPLE’s, 403(b)s, 401(k)s, Roth 401(k)s, Individual 401(k)s; Profit Sharing, Money Purchase and Defined Benefit Plans.