FAMILY WEALTH PLANNING

If your family is anything like mine, you're wrestling with a ton of different financial challenges: managing cash flow, paying down debt, saving, and investing for retirement.  My wealth planning service provides comprehensive, ongoing coaching and monitoring to guide you through these important issues.


SMALL BUSINESS RETIREMENT PLANS

Through small business retirement plans, business owners have an opportunity to retain and reward their employees--and lower their taxable income, too. Hale Financial Solutions offers low-cost, full-service retirement plans for businesses and solo business owners free of commissions and loaded with benefits.


INVESTMENT MANAGEMENT

I truly believe you can learn to manage your own investments, but that doesn’t mean you have to.  Investment management services remove the stress you may feel from making investment decisions while providing you with full access to your investment accounts.


PLANNING PROJECTS

Planning projects are available at an hourly rate of $150.