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Retirees

You’ve worked hard to be successful. You live a full and active life now that you’ve reached your retirement years. You want to ensure your preparations and wealth will last through your lifetime so that you can maintain your lifestyle and have assets to pass along to your heirs.  You want a trusted advisor who knows you and your unique financial picture and specializes in advanced retirement strategies. Our staff have been accepted into one of the nation’s most exclusive groups of financial advisors, Ed Slott’s Elite IRA Advisor Group; an invitation only group of financial advisors dedicated to working toward solving complex financial problems – effectively managing the distribution of assets from Individual Retirement Accounts.

Hall Wealth Management Group was founded with the goal of assisting you in every aspect of your financial life. We limit our client base to well below the industry average so that we can focus on building and maintaining a relationship with you, not just establishing accounts. We take a hands-on approach to financial guidance and put your interests first, not our own. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your retirement dreams a reality.

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.

Our 3 Step Process

  1. Manage wealth before retirement.
  2. Create a retirement withdrawal strategy that prolongs assets in retirement.
  3. Develop legacy building strategies that protect, preserve, and transfer wealth.

We offer a wide range of services designed to help you manage your assets, maintain your retirement lifestyle, minimize risk and tax liabilities, navigate life changes, and create lasting wealth.