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Financial Planning

Gain Financial Confidence with Proper Planning

Our expert financial planning services empower you to achieve personal and business success, even in uncertain economic times. We help you set realistic goals, assess your financial health, and address any weaknesses. With a tailored strategy, we guide you to put your plan into action and stay on track. Gain financial confidence and secure your future with our comprehensive approach.
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Rated 4.9 / 5 based on 650+ reviews

Secure Your Future with Comprehensive Financial Planning Services

Financial planning is about creating a strategy to help you achieve personal and business success. With the uncertain current economic climate, now more than ever, it’s important to devise a stable financial plan for the future. Our financial planning services will help you to:

  • Set realistic personal and financial goals
  • Assess your financial health, including assets, liabilities, income, insurance, taxes, investments, estate and more
  • Address financial weaknesses and build on financial strengths
  • Put your plan into action and monitor its progress
  • Stay on track to meet changing goals, personal circumstances, markets and tax laws
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Personalized Financial Planning for Your Future

Our financial planning services start with a comprehensive review of your current resources and financial commitments. Then, we discuss your future personal and business plans. Are you looking to retire? Do you want to send your child to college? Thinking about opening a new store location? Once we have a deep understanding of where you are now, and where you are going, we can offer the appropriate level of guidance on how to best achieve your goals. Our personalized financial planning services include discussions on:

  • Cash flow planning
  • Retirement planning
  • Budget planning
  • Investment management
  • Wealth management
  • Tax planning
  • And more
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Trusted by American Businesses and Individuals

 
 
 
  Excellent  
    
 Based on 692 reviews 
  
 
 
 
 
 
 
  
 
 
 
 Eileen Petroski 
 
 
 Eileen Petroski 
 
2024-08-21
 
 
  
Im really looiking forward to doing business with Nicole at Robert Hall, she really took the time with me to get to know and understand my business and help me save money on my taxes and earn money in the market, i feel very relieved
  
 
  
 
 
 
 Jodi Tija 
 
 
 Jodi Tija 
 
2024-08-11
 
 
  
Tony Watson is a wonderful accountant he is very professional and friendly. We know we are in good hands with Tony!
  
 
  
 
 
 
 Alan Temps 
 
 
 Alan Temps 
 
2024-07-31
 
 
  
I had a phone consultation Mike at R. Hall & Assoc. on various aspects of taxes.  Mike is very personable and definitely knows his stuff.  He answered all of my questions and gave me confidence on how to proceed regarding my trust, business and taxes.
  
 
  
 
 
 
 Annie 
 
 
 Annie 
 
2024-07-10
 
 
  
had a great initial consult with Nicole, excited to start working with her on tax strategy!

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professional Financial Planning Advisors Serving Glendale, Burbank and Pasadena

Robert Hall & Associates is here to help you make informed financial decisions. Our consultants have been in the finance industry since 1971, making us equipped to meet even the most complex financial scenarios. Get started today! Call 818.242.4888 or fill out our online contact form to book your free one-hour consultation.

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