Investment Management and Financial Planning
Why Choose Us
As fee-only financial advisors, we do not accept commissions so our advice is objective. We put our clients first and have an unwavering legal and ethical commitment to ensure that every recommendation we make is in the client's best interests.
Do You Share Any of These Concerns?
You don't have time to focus on your finances.
You have accumulated assets, but the accounts are scattered among various brokerage firms, mutual fund accounts and past employers. There is hardly time to look at your statements, let alone analyze the performance of your investments. You want to take control of your finances and get on the right track to determine if you have saved enough for your future needs.You managed your own investments in the past but now can use some help.
You may be managing your own investments with reasonable comfort but are becoming nervous about investing your hard-earned money in the current “roller-coaster” markets. You may also not be sure of how to manage your investments and navigate the applicable tax laws during the distribution phase of retirement.Retirement is on the horizon.
You're not sure when you can retire or if you have enough money to retire. You want to know how to build and grow your wealth so you can achieve a comfortable retirement.Your personal finances seem more complex and financial information is biased.
It is hard to know whether you're making the right financial decisions. There is so much information out there but most of it is biased. You need someone who will advise you, so you can make informed decisions on personal financial issues including investments, insurance, taxes and financial planning.
Call Halberstadt Financial Consultants. Then, decide if we may be able to help.
Whether you are in the asset accumulation phase, preparing for retirement or are already retired, we would like to talk with no obligation to you.
About NAPFA
We are proud to be members of the National Association of Personal Financial Advisors (NAPFA). NAPFA has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. For more information, please visit www.NAPFA.org.