MENU OF SERVICES

 
 
FEE-BASED FINANCIAL PLANNING SERVICES
  • Consulting & Coaching Services (for families & small businesses)
  • Goals-Based Financial Planning
  • Retirement Income & Distribution Planning
  • Legacy Planning
  • College Planning
  • Debt Reduction Plans
  
WEALTH MANAGEMENT  & PORTFOLIO MANAGEMENT SERVICES
  • Investment Advisory Services
  • Asset Allocation Strategies 
  • Asset Accumulation Strategies
  • Risk Reduction & Asset Preservation Strategies
  • Tax-Efficient Investment Strategies
 
TYPES OF ACCOUNTS WE MANAGE:
  • 401(k) Plans
  • 403(b) Plans
  • IRAs (including Traditional, Roth, SEP, SIMPLE and Rollover IRAs)
  • Retirement Plans for Self-Employed Individuals & Small Businesses
  • College Accounts (including 529 Plans and Coverdell Education Savings Accounts)
  • Brokerage Accounts
  • Nonqualified/Retail Accounts (including Tax Managed Accounts)
  • Short and Long-Term Emergency Funds
  • Separately Managed Accounts
  • Trust Funds *
 
INSURANCE SERVICES
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
 
TAX PREPARATION & PLANNING SERVICES 
  • Personal Income Tax Preparation
  • Electronic Filing
  • Tax Reduction Strategies
  • Individualized Tax Planning
 
 
* Legal advice is not offered by Halo Wealth Management, LLC or Cadaret, Grant & Co. Inc.  Please consult with your attorney for guidance regarding legal matters.