Broker Check

Why Choose Us

At Halberstadt Finanical Consultants, we put your interests first and we understand your financial concerns. As fee-only financial advisors, we do not accept commissions so our advice is objective. We have an unwavering legal and ethical commitment to ensure that every recommendation we make is in your best interest.

We provide our services to a variety of clients, including individuals, families, business owners, and executives. In addition to our unwavering commitment, here are some of the many financially-based reasons that people like you choose HFC.

You don’t have time to focus on your finances
You have accumulated assets, but your accounts are scattered among various brokerage firms, mutual fund accounts, and past employers. You barely have time to look at your statements let alone analyze the performance of your investments. You want to take control of your finances and determine if you have saved enough for your future.

You manage your investments but can now use some help
You may currently manage your own investments with reasonable comfort, but you’re becoming nervous about making the right decisions in this “roller-coaster” market. You also want dedicated, professional assistance to navigate the applicable tax laws during the distribution phase of retirement.

You want to achieve a comfortable retirement
You’re not exactly sure when you can retire or if you’ll have enough money, so you want to build and grow your wealth so that you’re financially ready when the time is right.

Your personal finances seem complex—and financial information is biased
It’s hard to know whether you’re making the right financial decisions. There’s so much information, and much of it is biased. To make informed decisions on personal financial issues, including investments, insurance, taxes, and financial planning, you need someone you can trust to advise you without conflicting interests.

Call Us Today

Whether you are in the asset accumulation phase, preparing for retirement, or already retired, we would love to discuss how we may be able to help. We offer a no-cost, no-obligation “Get Acquainted” meeting in person or over the phone. You can reach us at 609-921-0180 or find our additional contact here.