Our Services

 Our Mission

To provide our clients with advice, strategies, and tools that will enable them to make smart financial choices to achieve a better quality of life for themselves and their families.

Start with your life...

We have observed that many individuals, and even the advisors who serve them, have a tendency to focus on a narrow window of investment products or tools. They start with the question: “Is this a good investment?”  We believe this question must be followed with another: “for what objective?” Understanding WHAT a client values and wants to achieve is a precursor to developing a strategy for HOW to accomplish it.


             “If you don’t know where you are going, any road will take you there.”

                        Lewis Carol, Alice in Wonderland


People today lead full and busy lives. It is easy for time constraints to push one's financial management lower and lower on the priority list. The result is frequently a lack of core strategy, increased exposure to unidentified risks, missed opportunities, disorganization and guilt.

We work with our clients to help create an organized and disciplined approach to planning their financial future.  We communicate and collaborate with them to execute their plan with excellence, and manage the various ongoing details of their financial lives. We feel our clients have confidence that Hall & Greenwood Wealth Management Group of Wells Fargo Advisors is there, as consultant and coach, to help keep them on track.


             “Go confidently in the direction of your dreams. Live the life you have imagined.”

                        Henry David Thoreau 


... Plan your money to support it.

By adhering to our investment planning process, we help ensure that all financial recommendations we make are consistent with our client’s goals and tolerance for risk. As we analyze their current situation and offer potential ways to improve it, we work through six key elements:

 

  1. Establish and define our client-advisor relationship.  Explain the overall process, address concerns, define responsibilities, and discuss compensation structure.
  2. Gather detailed financial data and define goals.
  3. Analyze and evaluate their financial status. Review documents and identify solutions for problem areas. Create appropriate strategies in the following areas:          

a.       Cash Flow Management
b.       Retirement Planning
c.       Asset Management
d.       Estate planning/wealth transfer strategies*
e.       Investment tax planning*
f.        Insurance planning**
g.       Education funding
h.       Charitable giving

 

  1. Develop and present the Investment Plan.  Prepare recommendations based on our analysis to address key goals and issues. Identify additional areas in need of review and incorporate them into future sessions.
  2. Implement planning decisions.  Outline the specific strategies, tools, and products we will utilize to structure the portfolio and to address related financial concerns.
  3. Establish milestones and monitor the plan.  Create a regular schedule for periodic reviews; provide detailed performance reporting and a written summary of each meeting.

For more information about our services, please contact us
for a complimentary introductory meeting.

 

*Wells Fargo Advisors is not a legal or tax advisor. However, we at Hall & Greenwood Wealth Management Group will be happy to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals.

** Insurance products are offered through our affiliated nonbank insurance agencies.