Hale and Associates

Call us at 317-677-7178 so we can pick a time to visit and discuss your current retirement plan and financial goals.

  • About
  • Staff
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Offices
  • Contact
  • About
  • Staff
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Offices
  • Contact
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YOUR CART

Customized Retirement Planning
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Develop your own Personal Pension Plan

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Welcome to Hale and Associates

We are a financial services organization specializing in retirement planning. We work with all types of people from around the country and understand every person has unique needs and desires. We can help you to develop income planning solutions that you cannot outlive while helping secure your estate in a tax efficient manner.

Hale and Associates wants to help educate the public about “safe money places”. We strive to inform our clientele about keeping their money safe through the use of “safe money places” financial products. Safe Money Places is where people, like yourself, place money they cannot afford to lose. 

We will provide you with “safe money” options to help keep your assets safe, provide income streams, and preserve your estate. Retirement planning is something everyone could spend a little more time doing, and we want to help you achieve your financial goals.
Duke Hale
We are rated A+ by the Better Business Bureau with 0 Complaints.
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We are a proud member of the Safe Money Places Agent Network

Where We Help

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  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer
  • Safe Money Solutions
  • Fixed Annuities
  • Life Insurance
  • Long Term Care

Where Does Your Retirement Plan Need Improvement?

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Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we'll show you which income sources are considered "safe" for your money that only offer guarantees with no risk of losing principal.
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Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from
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PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan strategy "fills income the gap".
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WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that'll help you preserve your nest egg and distribute it in one of the most tax efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."
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Resources

consumer guide
CONSUMER'S GUIDE:
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How to Generate Lifetime Income with Fixed Annuities
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Contact Us:

Hale and Associates
Financial Services and Estate Planning

CLICK HERE FOR OFFICE LOCATIONS
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Phone: 317-677-7178
Fax: 317-614-7508

CA License #0G30788

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DISCLAIMER:
Hale and Associates does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of Hale and Associates or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
Hale and Associates provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. Hale and Associates
 does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

© COPYRIGHT SMP INTERNATIONAL LLC 2021. ALL RIGHTS RESERVED.