Products and Services
- Net worth statements, cash flow and debt analysis, insurance evaluation, tax minimization strategies, investment review, asset allocation plans, and estate planning strategies.
- Our retirement analysis includes projections using different scenarios, which will help you make decisions today by prioritizing your goals. We will monitor the plan on a regular basis to determine if you are on track and recommend adjustments when appropriate.
- We offer research on different investment vehicles and strategies to help pay these looming bills.
- At Hall Wealth Management Group we work with either our clients’ existing estate planning attorney, make available a recommended list, or work with our estate planning attorney that we have formed a partnership with. While we do not draft documents, we create strategies with a goal of maximizing the presentation of capital and wealth transfer. We also offer corporate trustee services to manage trusts of charitable funds and estate plans.
- 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.
- College Plans: 529 Plans
- Investment Vehicles: access to stocks, bonds, mutual funds, exchange-traded funds, alternative investments (limited to qualified investors), CD’s, money market preferred stock, convertible bonds, fixed annuities, variable annuities.
- Health, Life, Disability, Group
- Long-Term Care
- Permanent Life: Universal, Equity Index, Variable Universal, Survivor
- Real Estate Investment Strategies
- Business Coaching
- Business Succession*
- Employer and Employee Benefits
- Private Foundations
- Private Endowments
- Online Account Access
- Wealth Vision Website
- Regular Reviews
- Performance Reports
- Weekly Market Commentary Quarterly Newsletters
*Services offered through LPL Financial