Because we live in an age of economic risk, we utilize flexible, more conservative strategies that are designed to protect and preserve your assets. A strategy is defined and communicated in an easy to understand language that is based on economic conditions and personal risk factors.
We feel it is very important to hold semi-annual and annual "asset max" reviews to better assure that the plan is up to date with current economic conditions and has the potential to maximize returns at the appropriate risk level.Our firm takes pride in anticipating and responding to our clients' needs.
We feel it is very important to hold semi-annual and annual "asset max" reviews to better assure that the plan is up to date with current economic conditions and has the potential to maximize returns at the appropriate risk level.Our firm takes pride in anticipating and responding to our clients' needs.
Services
In order to provide our clients with a comprehensive financial plan, it is necessary to implement many different strategies. To assist our clients with their legal and accounting needs, we have long-standing relationships with Tax Attorneys, CPA's and Estate Planning Attorneys throughout Southeast Michigan.
Hello, my name is Marla Haller. I am the general manager of the Haller Financial Group, an independent financial advisory firm, focusing on the retirement needs of our clients. I would like to take a brief moment to tell you about us, how we got started, and how we set ourselves apart from other advisory firms.
The 1st step starts with this website. You may want to become familiar with our firm before you meet with us. Please take the time to evaluate it, and see for yourself the planning and investment strategies that we use. The 2nd step is to schedule your initial one-hour introductory appointment. This first meeting will give you the opportunity to meet us, and ask any questions you might have.
A USA Financial Formulas strategy is a managed portfolio system that offers a variety of investment options such as common stocks, bond funds, exchange traded funds and preferred stocks. They are not what makes this strategy so unique, but rather how a strict formulaic criterion is applied to each investment to determine which ones qualify for a client portfolio.
Have you ever asked yourself the question, "Why do I save and invest my money?" At first the question may seem fairly obvious, but when I ask the question to new clients they give me a blank look, and can't seem to be able to offer a clear cut answer. Two of the greatest challenges that many retirees (or soon to be retirees) face is not understanding their plan or not even having a plan, and as a result, outliving their income.
Reviews
Be the first to review Haller Financial Group.
Write a Review
