Is it really possible that 97% of Americans have to downsize their lifestyle in retirement?. We think it's odd after decades of hard work so many successful, six-figure employees are still running out of money, even when it appears like they have enough on paper. Could it be the Financial Crisis of 2008 forever changed the financial landscape?
We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple. Our goal is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace.
We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple. Our goal is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace.
Services
The goal of wealth management is to help you gain perspective and a sense of security. Wealth management combines financial planning and asset management to provide financial peace of mind. Russ Alan Prince, Forbes Contributor, says that "Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services."
A financial planner helps you understand how to use your finances to live the life you want to live. In other words, they can help you see a clear path toward your goals and bring order to your financial life. What would it feel like to use financial planning to identify what steps you need to take to reach your goals?
You've been a good saver and worked hard, and now you find yourself with a nice sized nest egg. Your nest egg may fluctuate in value by more than you ever earned in a given year. That can be unsettling, especially when you consider drawing cash flow for retirement. With our asset management service, we can help you save time and reduce stress by taking care of your hard-earned money for you.
Halter Ferguson Financial was founded in 1986 and with our financial advisors in Indianapolis, Indiana. As financial advisors, We primarily serve individuals and families in the Central Indiana area including Brownsburg, Carmel, Fishers, and Zionsville. Our team of Indianapolis financial advisors offers experience in asset management and financial planning services to help you make better financial decisions to achieve your financial goals.
Reviews (10)
Meredith Van Houten
Jan 18, 2022
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Our experience with Halter Ferguson has been exceptional. I recently took over all of my mother's financial affairs and quickly realized that her portfolio was not well managed. I was referred to HF by one of its long-standing clients. The transition to HF has been seamless. From the start, the HF has shown that their priority is understanding our values, goals, priorities and circumstances. We feel so blessed to have the support and guidance of the exceptional HF team as we move forward. The HF team's dedication to the client, professionalism, integrity, expertise and caring demeanor sets it apart
Ken White
Jan 02, 2022
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Working with HFF has been a fantastic experience. I cannot say enough about the professionalism and knowledge of everyone there. From the knowledge, ability and tools used to plan a perfect future, to the science and experience required to make that future more than possible, Halter/Ferguson has made this chapter of my life stress free. My gratitude and warmest wishes to everyone there!
Debbie White
Dec 13, 2021
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HFF is a unique financial firm! From the moment you make contact, you feel your financial worries and concerns melt away! With HFF you are not just another client, you are adopted into a truly caring group of people. Meeting with Tiffany made us realize our dreams in our retirement years may need some tweaking but with her expertise and personalized attention to detail, adjustments were easily made. Meeting with Brad helped us to feel comfortable leaving our investments in his hands. Both Tiffany and Brad explained everything in detail to us so that we knew what to expect now and in the coming
Kendall Englert
Dec 12, 2021
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Don Maggio
Nov 03, 2021
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Positive: Professionalism, Value
Halter Ferguson has managed our investments for over 20 years. We have been more than pleased with their management style and especially the results of their efforts. We have never felt the need to "guide" them to meet our goals as they consistently exceed our expectations.
Halter Ferguson has managed our investments for over 20 years. We have been more than pleased with their management style and especially the results of their efforts. We have never felt the need to "guide" them to meet our goals as they consistently exceed our expectations.
Chris Edwards
Nov 01, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My wife and I have been HFF clients for a number of years now and we are very happy with our experience. The team is highly knowledgeable, professional, and they get to know you in order to customize your plan based on YOUR vision of YOUR retirement.
My wife and I have been HFF clients for a number of years now and we are very happy with our experience. The team is highly knowledgeable, professional, and they get to know you in order to customize your plan based on YOUR vision of YOUR retirement.
Hugo Menendez
Oct 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We started working with HFF earlier this year and could not be happier! The whole team is extremely knowledgeable, professional and generous with their time. They make sure you are comfortable with the items discussed and always have time to address questions or concerns. Overall, great experience and peace of mind. Highly recommend!
We started working with HFF earlier this year and could not be happier! The whole team is extremely knowledgeable, professional and generous with their time. They make sure you are comfortable with the items discussed and always have time to address questions or concerns. Overall, great experience and peace of mind. Highly recommend!
Shirley Halterman
Oct 23, 2021
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We have been with HFF for over 20 years. As our goals have changed over time, meet with Tiffany and the staff to reassess our needs and keep our long term plan in place. It is reassuring to know that Brad is always looking out for our best interests with our investments. With their guidance over the years, we have never been in a panic during unsettling times. We are now enjoying retirement to it's fullest in part because of their management of our life savings.
Ronak Shah
Oct 15, 2021
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Bob Everman
Sep 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Since my retirement in 2008 and before advising on our 401K, Halter Ferguson has provided me with financial planning and "no worries" investment strategy with very positive results. Brad Ferguson and his team and his dad Scott before him are the very best!
Since my retirement in 2008 and before advising on our 401K, Halter Ferguson has provided me with financial planning and "no worries" investment strategy with very positive results. Brad Ferguson and his team and his dad Scott before him are the very best!
