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.
We are rated A+ by the Better Business Bureau with 0 Complaints.
We are a proud member of the Safe Money Places Agent Network

Where We Help

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

Where Does Your Retirement Plan Need Improvement?

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.

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

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".

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."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities

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