Here’s our story. We look forward to hearing yours.

We help create sound retirement income strategies through investment and insurance products for people in or nearing retirement so they can have confidence in their retirement income.

Our Firm

Bob Hall has served retirees and Federal Employees since 1995.

Bob Hall is an Investment Advisor Representative and he has over 25 years’ experience. He holds a Bachelor of Science Degree in Finance  from Arizona State University.

He is an Investment Advisor Representative and holds his Series 65 securities licenses.

Mr. Hall was featured on the cover of Senior Market Advisor magazine as the feature article in December of 2002 and was featured in Forbes Magazine.

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To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at bob@assetpros.net or call us at 760-481-5819 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

No-Obligation Report

Your Retirement Income Planning Checklist

This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

Who We Are / Our Focus

Bob Hall

Hall Financial Group’s mission is to help retirees manage, protect and transfer wealth to future generations with the least amount of effort and tax. Our primary focus is asset preservation and wealth management.

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Resources

Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
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Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
>> Calendar of Events

connect with us

Phone: (760) 481-5819
Email: bob@assetpros.net

location

170 Meeting St. #110
Charleston, SC 29401

location

12636 High Bluff Dr. #400
San Diego, CA 92130

Disclosures

Privacy Policy
Terms of Use

California Insurance License # 0E26667

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Hall Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hall Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.

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