Welcome to Hall, Hodges & Associates
If you're retired...or seriously thinking about it...you've come to the right place. Over the years, we've focused our efforts and developed our expertise in working with mature adults, retirees, and seniors!
We realize that the definition of retirement has changed for most Americans. Today, the real goal is financial independence...having choices; enjoying your time with friends and family; and living life in your own unique way.
On the one hand, we're living longer, healthier lives. That's a good thing. But, it also presents challenges. if you're going to be retired for 20-30 years, how are you going to pay for it? Could you possibly outlive your money? That's a big concern for a lot of retirees. So, planning for your financial future is somethinkg you simply can not leave to chance.
Many advisors will see you as part of the "retiree" or "senior" market. We see you as an individual...a market of "one". You're the center of your own financial universe and you need to work with a firm that truly understands how important that it.
So, if you want to be treated with respect and dignity; if you want to work with an advisor who views financial planning as a process (not an event); if you want to work with a firm that understands your emotions, as well as your balance sheet...then let's get together.
In the first 5 minutes, you'll know whether you want to work with us...or not. And, in the first 15 minutes, we'll know whether we can help you...or not. If so, we'll begin to build a great relationship. If not, we'll have some fun any way.
We encourage you to explore our website and learn more about the services we provide. Should you have questions; want more information; or wish to make an appointment; please feel free to call us at (818) 844-8400 Opt 2. If you prefer, you can use our website to contact us by email. Either way, we look forward to meeting you personally and developing a long-lasting and mutually rewarding relationship!
Newsletters
-
Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
-
Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.