At Michael E Halla & Associates, we understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because 90% of our clients are pre-retirees and retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our professional services include: Financial Advisement, Insurance, Annuities, Stocks, Bonds, and Mutual Funds.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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