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.

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  • 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

Safe Money Strategies and concepts

Personal Pension Plan

Personal Pension Plan
The new retirement model is all  about longevity since most of us will live 25-35 years into retirement. Most people are concerned that their Social Security, pensions, and 401(k)s won't be enough income to sustain their retirement. The Personal Pension Plan will help you create guaranteed lifetime income.
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Wealth Transfer

Wealth Transfer
Wealth Transfer is the transfer of financial assets to beneficiaries upon the death of the owner in a tax efficient manner through financial planning strategies that often include wills, estate planning, life insurance, or trusts.
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ASK US A FINANCIAL QUESTION

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Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​
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Read Our Personal pension Plan Guide

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CONSUMER'S GUIDE:
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How to Develop Your Own Tailored Personal Pension Plan
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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.

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