Wealth Planning

Our expectation is the same as yours—to be there for you when you need us.  Our firm specializes in creating specialized strategies that address complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth.  We anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success.  Today’s market complexity and volatility demand specialized attention, with a holistic approach to wealth management.  We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives.  In concert with our experienced staff, we can engage a network of trusted professionals—such as accounting, legal, real estate and insurance professionals—to support all facets of your wealth management needs.

We believe it is unsatisfactory to simply prepare a written plan, deliver it to the client and then let it sit idle, becoming out of date and possibly irrelevant.  We want our clients to have access to the finest financial management technology available.  Our Wealth Management System supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios.  For our clients, the Hall & Burns Wealth Management System delivers an easy to use platform to track and manage your balance sheet, investments and important documents in one convenient and secure location. 

On your Personal Financial Home Page, you can view everything about your financial and estate plan in one place.  Every night, our system automatically updates your balances to reflect the values provided by your financial institutions.  Your updated assets are integrated into various reports so that you can monitor their progress in relation to your overall financial objectives.  You can even collaborate with multiple advisors from different locations at the same time.  This interactive, collaborative approach focuses the team on your financial future.