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Hall & Burns Wealth Management, LLC

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  3. Risk Management

Risk Management

Risk can take many forms: illness, accident, liability, and natural disasters, to name a few.  Failing to manage risk properly can jeopardize your financial future.  That’s why smart financial planning evaluates the various levels and types of insurance you carry to make sure they’re aligned with your overall goals and needs.  Most clients come to us with several existing types of insurance, purchased over many years and under differing circumstances.  We will thoroughly analyze all of your existing policies and then offer recommendations based on an assessment of your existing risk exposures.    

Our Services

  • Investment Management
  • Wealth Planning
  • Executive Planning Services
  • Risk Management
  • Estate Planning
  • Tax Planning

Contact Us

Hall & Burns Wealth Management is committed to helping you create a better financial future with objective and customized financial advice.

If you are interested in learning more about working together and the services we provide, we encourage you to please contact us by either phone, completing the form below, or clicking on the “schedule introductory call” button. We look forward to serving you!

 

 

 

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Address

1001 Winstead Drive, Suite 275, Cary, NC 27513

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Phone
919-228-6300
 

Fax
919-228-6301
 

E-mail
dhall@hallburns.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC, FL, NY, TX, IA

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