Meet Andrei Hall
Who We Serve
Our Investment Strategy
Client Bill of Rights
Products & Services
What's my Risk Number?
Sudden Wealth & Inheritances
Major Life Events
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
Permanent Life: Universal, Equity Index, Variable Universal, Survivor
Real Estate Investment Strategies
Employer and Employee Benefits
Online Account Access
Wealth Vision Website
Weekly Market Commentary Quarterly Newsletters
*Services offered through LPL Financial