Halo Wealth Management, LLC

That doesn't just mean getting you "to" retirement - it means getting you "through" retirement, as well! That means helping them get "to" retirement - and then continue helping them get "through" retirement. We are a small, family-oriented team dedicated to serving the needs of clients that that are traditionally ignored by the larger brokerages and wirehouse firms. Cumulatively, our staff members have more than 60 years of experience in their respective roles. We are passionate about helping our clients achieve their goals! A typical new client of ours is within 10 years of retirement, wants help in assessing their Social Security and/or pension claiming options, has at least $100,000 in investable assets, and is eager to begin the retirement planning process. COMPLIANCE REQUIREMENTS - Because of the regulatory nature of our business, we are required to disable messaging & chat functions on this page and cannot respond directly to your comments on our posts. Should you have a question about something that appears on our page, please reach out to us directly. We'd be happy to speak with you! DISCLAIMER - Material found on this page is provided for general information only and is not intended to provide specific advice or recommendations. To determine what may be appropriate for you, consult with your financial advisor.