Comprehensive Financial Services To Help You Achieve Your Goals
Disciplined advising to help you achieve your personal and financial goals
At Halliday Financial, we offer holistic financial services to help you build and protect your wealth over the long term. Whether you’re focused on planning for retirement, building a stronger financial safety net, protecting your loved ones’ future, or optimizing your investment strategy, our team of experienced advisors are here to help you achieve your goals.
Scroll down to learn about the key components of our financial planning services or contact us using the form at the bottom of the page.
Retirement Planning
Ensuring that you can comfortably generate the income you need in retirement is an important part of any financial plan. Our approach factors in social security benefits, pension plans, and other income sources to ensure a stable and comfortable retirement, and we work together to structure 401(k), IRAs, and other investment vehicles to help you extend your runway. When it comes to planning for your retirement, our goal is to provide you with peace of mind, knowing that these years will be secure and fulfilling.
Investment Management
Your investments are a key component of your financial strategy, and our investment management services are designed to help you grow and protect your wealth. We take a disciplined and research-driven approach to investment management, tailored to your unique risk tolerance, time horizon, and financial objectives. The Halliday team is grounded in proactive, intentional financial planning – our goal is to help you build a strong financial foundation for the future. Additionally, because we are an independent firm, we are able to offer a wide range of investment opportunities without restrictions or external pressures.
Trust & Estate Planning
Planning for the future means more than just your own financial wellbeing; it's about preserving and passing it on to the next generation. Our trust and estate planning services, including Halliday Private Trust, help protect and grow your family's wealth across generations. We work with you to develop a comprehensive estate plan that includes wills, trusts, and other legal instruments to help you protect your assets and ensure that your wishes are carried out after you're gone.
Protection & Insurance
Life is unpredictable, and having the right insurance is crucial to protecting your and your family’s financial well-being during challenging times. From life and disability insurance to long-term care and liability coverage, we assess your risks and choose the appropriate insurance solutions to help you navigate life’s uncertainties. By integrating protection strategies into your financial plan, we help you extend the longevity of your assets and protect your loved ones, no matter what the future holds.
College Savings
Education is one of the most significant investments you can make in your child's future, but with the high costs associated with college, planning for these expenses requires careful consideration. Our college savings services help you navigate the complexities of education funding, from choosing the right savings plans to understanding financial aid options. We work with you to create a college savings strategy that aligns with your overall financial goals while maximizing tax advantages and investment growth.
Tax Planning
Effective tax planning is essential to maximizing your wealth and achieving your financial goals. At Halliday Financial, we understand the complexities of the tax code and work with you to develop strategies that minimize your tax liability. Our tax planning services are integrated into your overall financial plan, ensuring that your investment, retirement, and estate strategies are tax-efficient.
Contact Us
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