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.
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Hale and Associates
Financial Services and Estate Planning
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CA LIC # 0G30788
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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.
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