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Financial Advisor in Eau Claire, WI

Celebrating 30 years of wealth management expertise in Eau Claire, Wisconsin

Pre-retirement Planning        Income Planning        Legacy Planning


Financial Planning Services Designed for You


Hall Financial Group LLC is an independent firm offering a full spectrum of wealth management services, including financial plan creation, portfolio preparation, capital preservation, ongoing monitoring and retirement plan development.

Our mission is to help you plan, prioritize and reach the unique goals you have for yourself, your family or your business. Guided by the fiduciary standard, we put your priorities and best interests above all else.

Whether you want to pay your child’s college tuition, purchase a retirement home, pursue a new passion project or travel more often to visit your grandchildren, we can help craft a plan that addresses these concerns.



Our Commitments


Service Excellence

Our strong work ethic is exactly why most of our earliest clients have remained with us for the long term.

Transparency

We tell you the simple, straight and honest truth about your unique financial situation and how we can help.

Empowerment

We seek to educate and empower you with complete confidence in all of the financial decisions we make together.

Entrust your financial stakes with an experienced and committed partner

ABOUT MIKE

Michael Hall Photo

Michael Hall

Owner and President

Series 7, 63 & 65 Registrations

I graduated from Superior Senior High School in Superior, Wisconsin. Growing up in the country -- from raising chickens and mink, to bailing hay -- was a great experience. It was certainly nowhere near what kids do for fun these days. The three buildings of concern were a house under 500 square feet, a chicken coop and the outhouse. Two out of the three were always full!

I had no idea what a work permit was, not to mention that my parents had to sign it. Being 15 years old was hard, but those challenges didn’t stand in my way. I watched my mother read every stock page in our newspaper, and it made me inquisitive. I must admit she gave me sound answers to my unending array of questions. 

My father and brothers worked on the Great Lakes. In fact, one brother that took the Edmund Fitzgerald out of the Twin Ports Harbor. After my father retired, it wasn’t long before tragedy struck and he passed away. More trouble came upon realizing that he had chosen the wrong retirement options, so my mother got nothing from his pension -- just Social Security.

Her retirement income was drastically reduced as a result, and she had to adjust to many major lifestyle changes she never anticipated. Even trips to visit the grandkids were gone, and the new norm was carefully watching every penny spent because Social Security just wasn’t enough. My parents worked hard their whole lives, and I’m sure this wasn’t even close to the retirement lifestyle they had both imagined.

So, in 1987, getting into this business was an easy choice. I know there are a lot of stories out there like my mother’s, and some are worse. The main obstacle I see for clients is education: when to choose, what to choose and how to choose. These are very hard decisions to make, and you only get one chance to retire. How do you make the right choice?

I believe that the more education you have about any decision, the easier it is to make. Education eliminates surprises, but it’s especially difficult if you don’t even know what to ask. That’s why education is our backbone at Hall Financial Group LLC. Give us a call or stop in and check out our web page for even more educational topics.

Check the background of this investment professional on FINRA's BrokerCheck »

Learn how to change your life

“Will I outlive my money?”


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SERVICES


The retirement light at the end of your career tunnel is closer than you think.

While you’re still working and earning a consistent paycheck, it’s crucial to have a plan that encompasses your vision for retirement.

Our pre-retirement planning process focuses on determining whether the money you’re saving now will sustain your lifestyle once you retire. If not, we may be able to provide an effective plan for making your dreams more of a reality.

Having retirement savings is not the same thing as having retirement income.

Now is the time to begin using your life savings to create the income plan you’ll need for a long and fulfilling retirement.

For many retirees, their Social Security benefit forms the foundation of their retirement income plan. We help you understand this complex matter and maximize your benefits. However, it is important to recognize that the days of relying solely on Social Security and your pension are long gone.

By defining your goals, evaluating your current financial state and designing a sustainable retirement plan, we can help make the process of this incredible investment and mental challenge much easier.

Rest assured in the long-term future of your family’s or business’ wealth.

We will review your wills, estate plans, trusts, taxes and insurance so that every aspect of your financial portfolio is coordinated for clarity and multi-generational wealth. 

This all-inclusive view shifts the focus away from financial products and back on the people who matter to you most.

Hall Financial Group LLC does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.

“Am I taking too much risk in my retirement?”


INSIGHTS


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Women and Long Term Care
Tuesday February 13, 2018 1:00pm
LE Phillips Senior Center 
1616 Bellinger Street
Eau Claire WI 54703


“Should I be saving more money for my family’s future?”


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You’ve worked hard for your money. Now, let us help you make it work hard for you!


Let's Talk

CONTACT


We’re always only a phone call or email away, so you can count on us for complete dedication to your financial goals. We also invite you to stop by our Eau Claire office and say hello!