It's time to start planning for your 2021 taxes and retirement contributions! Download this handy reference listing tax brackets, credits, exemptions, thresholds, and contribution limits. Hallett Advisors is a leading financial services boutique, located in the Pacific Northwest.
We are privately owned and operated, and have endeavored to provide world-class financial advice - as a fiduciary - to individuals, non-profits, and corporations globally for over 30 years.We aspire to keep the number of our clients limited to a select few, thus enabling us to provide custom-tailored financial guidance, superior customer service, and precise attention to personal detail in each client relationship.
We are privately owned and operated, and have endeavored to provide world-class financial advice - as a fiduciary - to individuals, non-profits, and corporations globally for over 30 years.We aspire to keep the number of our clients limited to a select few, thus enabling us to provide custom-tailored financial guidance, superior customer service, and precise attention to personal detail in each client relationship.
Services
You have goals in life, and we can help you achieve them. By gathering relevant financial information, examining your current resources, and managing them wisely, we will help develop a clear and meaningful plan for you to reach your goals. View Dedicated to Your Lifelong Success, a PDF which illustrates some of the many benefits of our fiduciary process.
Jim graduated with a BBA from Pacific Lutheran University in 1977 and then went to work as an account executive for Motorola where he distinguished himself earning numerous service awards. In 1987, Jim elected to change careers by starting a financial planning practice. For the next 10 years he was affiliated with a national broker dealer.
Common Good: We actively embrace the direct relationship between financial decision making and the greater good. Respect: We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior within our wider communities. Fiduciary Duty: We place our clients' interests above our own.
Holistic financial planning is the process of pursuing your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child's education, planning for retirement, or leaving a legacy.
The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan for you to work toward your goals given your current situation and future plans.Holistic financial planning provides direction and meaning to your life. It allows you to understand how a financial decision you make affects other areas of your life.
The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan for you to work toward your goals given your current situation and future plans.Holistic financial planning provides direction and meaning to your life. It allows you to understand how a financial decision you make affects other areas of your life.
What is SRI? Hallett Advisors is proud to offer the purest form of Socially Responsible Investing (SRI) through our partnership with OpenInvest. You can align your investment portfolio with your personal values without making compromises.
From investing in companies with women in leadership positions to divesting from the prison-industrial complex to promoting environmental conservation, values-based investing allows your investments to make an impact on the things you care about most.What is OpenInvest? OpenInvest is a financial services company built specifically to promote and enhance SRI.
From investing in companies with women in leadership positions to divesting from the prison-industrial complex to promoting environmental conservation, values-based investing allows your investments to make an impact on the things you care about most.What is OpenInvest? OpenInvest is a financial services company built specifically to promote and enhance SRI.
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