Financial Planning

Hallmark offers fee-based personal financial planning services to help clients live well, retire comfortably, plan their estates, pay their children's or grandchildren's educational expenses, minimize taxes, protect assets, make gifts and donate to charities in tax-advantaged financially astute ways. After helping a client quantify personal financial goals, we analyze alternative solutions and recommend the best course of action. A personal financial plan is a blueprint to accumulate, grow, protect, enjoy and transfer wealth.

Areas of analysis include:

  • Multiple scenario cash flow
  • Income and tax projections
  • Investment asset allocation
  • Estate planning
  • Wealth transfer planning
  • Insurance needs
  • Coordination of employee benefits
  • Education Funding
  • Divorce Planning

Contact Us

Please Call
(888) 794-7940

Steve Erikson, President Emeritus and Director of Business Development