Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Our business, in conjuction with our partners, offers:
- Bookkeeping and planning for small/Medium businesses and individuals
-Tax efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability, Critical Illness, and Group Benefits)
We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping
tax and financial planning around investment advice.
Hall O’Brien – Planning for Wealth is a SMART approach to help clients maximize their wealth and live the life they want.
• Sound - risk adjusted, backed by a financial plan
• Meaningful - achieves your goals for your money
• Accountable - as discretionary Portfolio Managers we have fiduciary duty to act in your best interest
• Results-Oriented - measured against a personal targeted rate of return
• Tax-Efficient – minimize your lifetime tax burden and ensure more of your money stays in your pocket
We can help you find the answers to questions like: • Will I have enough to have the lifestyle I want?
• Will my money last as long as I need it to?
• Am I doing everything I can to grow and protect my money?
• Will my family be OK if something happens to me? • What will the transition out of my business look like?
I understand that good financial advice is more important
than ever. As such, I take a long-term
approach to planning. I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track. I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.
I've been helping pre-retirees, retirees and small business owners with:
- Estate Preservation/Transfer
- Business transitioning
- Risk Management
I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.