What We Do

Hall & Associates is a team of individuals who each took their path, through different professions, before establishing their place/practice in the financial services arena. Our unique backgrounds include a collegiate football coach, a business owner, and a Doctor of Chiropractic. We were each trained to recognize a situation's complexities, thoroughly diagnose conditions, and develop game plans for success. It’s who we are, it’s in our DNA!

In the quest for comprehensive financial health & well-being, we believe it vital to engage with other professionals on the financial team. We regularly work alongside CPAs and Estate Attorneys to properly develop strategic financial plans, which are functional, complete, and complimentary of each discipline.

When we work for you, a holistic approach is taken, driven not by financial products but by your unique financial situation. We are conditioned to see the forest, not just a simple tree or two. Our goal is to guide you through the process, achieving a sense of clarity and peace of mind for your financial future.

What we can do for you:

Estate Planning:

Advisors at Hall & Associates each believe deeply in the importance of a proper estate plan, one which is valid and up to date. Regardless of your estate’s size, value, or complexity, planning now for the eventual future can benefit your heirs, family, and loved ones in significant ways. 

Our Estate Planning service includes:

Foundational Estate Planning:

  • Importance of a Will and or Trust
  • Powers of Attorney (POA)/Health Directives
  • Legacy Planning

Advanced Estate Planning:

  • Estate Tax Planning
  • Irrevocable Life Insurance Trust (ILIT)
  • Charitable Remainder Trust (CRT)
  • Gifting
  • Business Succession

Business Planning:

The Advisors at Hall & Associates have extensive knowledge and experience in business planning. You work hard in your business and should be rewarded for your hard work. It’s very important to have key strategies in place to not only protect your investment and livelihood but also have a structure in place to keep more of what you make. Your employees work hard and should have the opportunity to benefit as well.

Our business planning service includes:

  • Business Succession Planning/Exit Strategies
  • Multi-Owner Buy/Sell Solutions
  • Defined Benefit Plans/Cash Balance
  • Non-Qualified Deferred Compensation Plans
  • Key-Person Protection Considerations
  • Employer-Sponsored Retirement Plans: 401K, SEP, SIMPLE IRA
  • Employee Stock Ownership Plans (ESOPs)

Family Planning:

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.  Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.

Our Family Planning Service Includes:

  • Retirement Income/Asset Management
  • “What if” Contingency Planning
  • Social Security Evaluation
  • Beneficiary Review
  • Education Planning
  • Traditional and Roth IRA

We thank you for visiting our page and encourage you to visit our Bio page to learn more about the Hall & Associates team. We look forward to working with you now and long into the future.

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