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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Schedule Your Financial Plan Consultation

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Our Financial Plan Consultation Includes:
  1. A discussion about what your ideal retirement looks like 
  2. Determining your financial goals
  3. A discussion about what concerns you have
  4. Determining your risk tolerance
  5. Locating any "financial gaps" you may currently have
  6. Developing strategies and solutions tailored to your situation
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Discuss Your Financial Goals

Before we can recommend solutions to you, we first need to learn what your goals are, what keeps you up at night, and figure out what kind of retirement you envision. After we assess your situation, we will develop a personalized strategy with safe money product solutions.

There are many considerations that will affect your decision, such as fixed income, healthcare, how much savings you have, and what stage your at in your retirement planning. With all of the options out there, it's confusing and overwhelming for anyone! We will address all of this during our discussion. 

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Education Is Our Foundation

As a member of the Safe Money Places Agent Network, we specialize in educating our clients about how “safe money products” can provide retirement, help preserve their wealth, and protect you financially from unforeseen circumstances, like a chronic illness. Our agents are here to educate you about your choices and help you achieve your financial goals to live fulfilled and happy retirement. 

    Let's see if you have any gaps in your current financial plan

Schedule Appointment >

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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