Financial Planning
Retirement Planning
Taxes
Additional Services
Exceptional Service and Integrity is the key to our successful long-term relationship
We DO NOT represent any one company
We DO NOT accept kickbacks
We DO NOT compromise fiduciary standards
We DO NOT just sell you insurance policies
Simple Pricing, No Hidden Fees
Fee Based Advice for
Individuals and
Couples
Up Front Fee
$800 to
$10,000
Ongoing Fee
$75 to
$300
Fee Based Advice for
Business
Owners
Up Front Fee
$1,500 to
$15,000
Ongoing Fee
$200 to
$1,000
Fee Based Advice for
Wealth
Management
.25 to 1.5%
Depends on asset size and customization
Or Flat Fee for
Asset Management
(Reviewed Annually)
Andrei's Approach
We take a hands-on approach to financial guidance and always put your interests first. We get to know you, listen to your needs and use our professional experience to formulate a personalized financial management strategy.
IDENTIFY AND PRIORITIZE GOALS
Meet with Andrei and discuss how you envision your life & what you currently have implemented to get there
GATHER FACT & FEELING DATA
Based on your personal visions & current situation Andrei will put together a plan utilizing Hall Wealth Management’s cutting edge software, available data & knowledge to determine potential ways to make your vision come true.
ORGANIZING YOUR TEAM
With over 18 years of experience, we have the knowledge and network to put together a team and ensure your future is successful.
BUILD PERSONAL FINANCIAL PLAN
Andrei now acts as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
WORLD-CLASS SERVICE
Your vision is our goal to achieve. Our world-class service includes our world-class network of specialist to add to your team and ensure success.
REFER FRIENDS, FAMILY, AND CO-WORKERS
The best compliment Andrei could ever receive is an new opportunity to help
What can you afford to lose?
5 minutes of your time and together we can take the guesswork out of your financial future.