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

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    WEALTH TRANSFER EXPLAINED

    It's time to protect your nest egg and your beneficiaries from the "tax time bomb". Learn how to transfer your wealth in a tax efficient manner. ​
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Download Guide >

Our Wealth Transfer guide will show you how to:

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Increase the size of your estate in a tax efficient manner
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Protect your beneficiaries from being bumped up into a higher tax bracket
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Avoid the “tax time bomb” that occurs upon your death
Download Our Guide >

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.