About Us 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.