Retirement Planning Services

Hall Retirement Planning Services serves both high‑net‑worth and non‑high‑net‑worth individual clients, and also works with charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management including ongoing portfolio management for individual accounts. The firm reports managing roughly $246 million in client assets for about 248 clients and operates with two advisory professionals, using asset‑based fees for ongoing management.

The firm’s process is collaborative and evidence‑based: it typically begins with up to two exploratory meetings, develops a written financial plan with scenario modeling and Social Security timing and tax‑related analysis, and offers annual plan updates when clients engage for asset management. Investment implementation is discretionary and focuses on diversified mixes of equities and fixed income using mutual funds, ETFs, individual securities, and—where appropriate—fee‑based annuities and select private investment funds; the firm may also recommend or retain independent third‑party advisers for portions of a client’s portfolio.

A few operational features distinguish the firm from many peers: it is a continuation of a long‑standing family business reconstituted in 2017 and manages a relatively large asset base with a small advisory team, and it sometimes pays for client tax return preparation or estate document updates and can waive planning fees when clients move into asset management. The firm also maintains a membership with a commission‑free insurance platform to facilitate access to no‑commission products and discloses the use of specific custodial platforms while explaining related service‑level and conflict considerations.