FINANCIAL PLANNING
Retirees are faced with a range of financial challenges: Saving and investing for retirement, keeping finances as tax-efficient as possible, and planning for future health-related needs, just to name a few. Our financial planning service provides comprehensive, ongoing planning and monitoring to guide you through these important issues.
INVESTMENT MANAGEMENT
Not everyone is a do-it-yourself investor. Investment management services remove the stress you may feel from making investment decisions. We optimize investment portfolios to be as tax-efficient and low cost as possible.
HOURLY PLANNING
At Hale Financial, we also offer financial planning services at an hourly rate, which means we can take a customized approach to financial guidance, from helping you analyze a few financial areas, to a customized top-to-bottom retirement plan.