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Products and Services

Financial Planning

  • Net worth statements, cash flow and debt analysis, insurance evaluation, tax minimization strategies, investment review, asset allocation plans, and estate planning strategies.
Retirement Planning
  • 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.
College Planning
  • We offer research on different investment vehicles and strategies to help pay these looming bills.
Estate Planning
  • 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.
Investments
  • 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.
Insurance
  • Health, Life, Disability, Group
  • Long-Term Care
  • Permanent Life: Universal, Equity Index, Variable Universal, Survivor
Real Estate
  • Real Estate Investment Strategies
Business Planning
  • Business Coaching
  • Business Succession*
  • Employer and Employee Benefits

Philanthropic

  • Private Foundations
  • Private Endowments
Premium Services
  • Online Account Access
  • Wealth Vision Website
  • Regular Reviews
  • Performance Reports
  • Weekly Market Commentary Quarterly Newsletters

*Services offered through LPL Financial