What’s Most Important in Your Life?

Aligning your wealth with your values starts with this question.

We seek to understand what brings you energy and life: the people, activities, and causes.

This information can’t be found in your portfolio, and it’s not always easy to put into words.

Our 3-Step Approach

Step 1 - We Get to Know You

We will have a series of meetings to clarify what matters most to you. Then, we’ll work on projections and strategies.

Step 2 - Demystify Your Finances with Coordinated Retirement Strategies

Gain clarity on: Tax Strategies, Estate Planning, Investment Allocation, Health Insurance, Social Security Benefits, Identity Theft Prevention, and more.

Step 3 - The Simplified Financial Plan

We bring all those retirement strategies and elements together into one simple, easily understandable financial plan. Then we guide you in thoroughly implementing each step.

Meet Your Team

  • CFP®, RLP, CKA, MBA, MDiv

    Spencer S. Hall

    President

  • Vicki Humphreys

    Client Services and Marketing Specialist

  • Melissa Christopher

    Registered Client Services Manager

  • Beth Blair

    Director of Client Services

  • Austin McLaughlin

    Lead Financial Planner

  • Steven S. Hall

    Founder, Retired

If you’re ready to think beyond money, let’s talk.

Talk with an Advisor