Wealth Planning
“Putting the Pieces Together” At Hall & Burns Wealth Management, our planning process is client centric. While other professionals see clients as “accumulators” or “distributors” of wealth, we understand that you are an individual with your own goals and priorities. Identifying and prioritizing what...
Estate Planning
“Effectively Managing Your Estate” Estate planning is not just about tax planning. It comprises a variety of sensitive issues that need to be considered and included in a plan that tells your survivors what steps to take when you are incapacitated or no longer here. Your wishes for how your wealth...
Risk Management
“Planning to Help Grow, Protect & Transfer Assets” Risk can take many forms: illness, accident, liability, and natural disasters, to name a few. Failing to manage risk properly can jeopardize your financial future. That’s why smart financial planning evaluates the various levels and types of...
Investment Management
“A Time-Tested Process for Managing your Assets” Today’s investors have an important decision to make when choosing a portfolio manager: do they want a manager who follows a Passive approach, investing fixed percentages primarily between stocks, bonds, and cash or an Active manager with the...
Tax Planning
“A Comprehensive Approach to Your Taxes” Staying on top of changes in state, federal, corporate, and other taxes is a massive undertaking. However, at Hall & Burns Wealth Management we understand that taxes impact every aspect of your financial life. We find that all too often people confuse tax...
Executive Planning
“Helping Executives Make Wise Financial Decisions” Executives face many unique challenges when managing their personal financial plans. If you are fortunate enough to be an executive with equity compensation, you may have many opportunities available. Our team has extensive experience in helping...
