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Our Company

Hale Financial Planning group was founded with the goal of assisting our clients and prospects in all important aspects of their financial lives. We provide comprehensive and personal service for our valued clients with the goal to earn a reputation for excellence in our industry. For each of our clients we strive to create financial stability and preservation as well as financial confidence. 

WHO WE ARE

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial goals a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your overall financial goals.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial goals. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

WHAT WE DO