100 Maritime Drive
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
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.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet