Life Insurance & Retirement Planning

For all of your retirement questions and needs, as well as Life Insurance requirements, let us introduce you to Robert Hall, CFP® –  Robert Hall & Assoc. / A Financial Planning & Advisory Practice.

A Trusted Advisor and select business partner of Coverage Specialists, Inc.

Robert Hall has been helping clients reach their financial goals for close to 30 years, and in that time the one thing that he knows for certain, is that every family has financial goals that are individual to them.

In Robert’s words:

Knowing this, I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

My primary purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

One of the issues that I help my clients with is life insurance which provides a way to help those you care about to maintain their quality of life in the event of an untimely death and can also provide retirement and other benefits to you during your lifetime.

If you already took steps to financially protect your family, remember to periodically assess your situation and life insurance needs. Changes in your income, financial obligations and long-term goals mean the type and amount of life insurance you need may have changed, too.

Life Insurance Planning:

When you discuss life insurance with a financial advisor, you’ll need to review information about your financial situation. Including:

  • Current life insurance and savings
  • Current income and monthly expenses
  • Family commitments, such as college funding
  • Survivor’s basic needs
  • Survivors’ expected income vs. income needed to cover expenses for life

Life Insurance Comparison

After assessing your coverage needs, I can work with many carriers to identify and recommend the right insurance solution for you.

To learn more about me and how working with a seasoned financial planner can help you reach your goals, click here: or email us directly at: Like us on Facebook@ Robert Hall & Assoc. / A Financial Planning & Advisory Practice.