At Hall Financial Group, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our seminars include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar or insurance sales presentation.
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.
170 Meeting St. #110
Charleston, SC 29401
12636 High Bluff Dr. #400
San Diego, CA 92130
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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