Hall Tax And Planning Services
Tax Consultant in Columbia, SC
Our financial company is dedicated to assisting you reach all of your financial aims while working toward a worry free retirement. Our staff of financial, legal, and income tax reduction specialists supplies each customer with personalized custom services to guard your family and finances. A major reason people put off retirement planning is trust. There are too many choices and who can I trust to guide me? Our experienced staff of advisors is interested in your specific requirements and will provide you the highest possible plans to fit your individual requirements.
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About Us
read moreRoger has devoted more than 30 years to helping people manage financial risks and plan for a more comfortable and satisfying retirement. When the decision was made to establish Retirement Planning Solutions, Roger's goal was to act in the best interest of his clients and offer solutions from a variety of carriers to suit their specific needs rather than be limited to a specific company or product. As the business continued to grow, clients began asking for legal documents to be reviewed, tax returns prepared, and assistance with their investments and managed money portfolios.
Investment Management
read moreAt Hall Asset Management Group, we believe no two investors are alike. In order to help each client meet their financial goals, our process is client focused and we use a personalized approach to investing. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
Financial Planning
read moreI am an investment advisor representative of Hall Asset Management Group, a registered investment advisor, serving customers in Lexington, South Carolina and surrounding communities. My mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by registered representatives or brokers and the other is given by investment advisors.
Tax Planning
read morePerhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come. Hall Tax & Planning Serviceshas a strategic alliance with Stovall & Associates, Ltd.; utilizing their team of CPA's to provide tax planning, preparation and filing services for our clients.
Speaking
read moreRoger Hall is a dynamic and engaging speaker. He has been a keynote speaker at many seminars discussing a variety of financial, retirement and insurance related topics, etc. Roger is knowledgeable and enlightening, and is available to speak to your civic, business, church or home owner's group. Below are a few of the topics that Roger covers on a regular basis, however he can create tailor-made content to meet the specific needs of your group. If you are interested in having Roger speak at your function, please sign up with the registration form to the left.