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Hall & Burns Wealth Management, LLC

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Video Library

Retirement

95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.
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Financial security in retirement takes planning and commitment. You can do it, here’s how.
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To retire right you need to know what to do with what you’ve saved. Do you know your retirement options?
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College Savings

60% of families don’t have a college savings strategy. Learn what you need to know to get started.
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Here are some effective strategies for paying for the high price of higher education.
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Investment

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
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Estate

A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.
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Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.
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Insurance

Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family?
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Money

This video shows you ways to reduce debt and regain control of your personal finances.
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There’s a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.
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Americans overspend and under save. We must strengthen our personal economies to save America’s economy.
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Choosing a Financial Advisor

When it comes to managing finances, clients need professional advice to get the most out of their money.
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Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.
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Insights

  • Blog
  • Weekly Market Commentary
  • Monthly Market Insight
  • In the News
  • Events Calendar
  • Video Library
  • Wealth Mgmt. System Training Guides
  • Calculator Library

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!

 

 

 

Schedule Introductory Call

 

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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