Hale Financial Planning Group, LLC is a full service
financial services firm specializing in total asset
management. Areas covered include, but are not limited to, overall retirement planning; investment planning, estate planning, insurance planning and income tax planning.
At Hale Financial Planning Group, LLC we recognize that
financial planning is a process, not a product. It is a process that addresses
your concerns, establishes your goals and develops a plan to meet those goals.
As your Advisor we will do everything in our power help educate our clients, to keep you
focused on where you want to go, advise how to get there, and continually
remind you of the importance of maintaining a disciplined approach to realizing
your goals.
SagePoint Financial does not offer tax services.