Areas of Expertise and Services

Hall Financial Group can offer you and your family a broad range of services to help you meet your objectives.

- Life Insurance

- Buy-Sell Agreements

- Asset Protection

- Life Insurance Planning

- Bank-Owned Life Insurance (BOLI)

- Estate Planning Strategies

- Deferred Compensation

- Charitable Planning

- Long Term Care Insurance

- Business Planning, including Succession and Continuation

- Key Person Insurance

- Executive Benefits

- Tax Planning Strategies

- Corporate-Owned Life Insurance (COLI)



  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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