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As my coach once said “Failing to prepare is preparing to fail!”

The game of retirement planning has dramatically changed over the years. We are living longer, healthier and more active lives. Unfortunately the days of country clubs and guaranteed lifetime pensions are being replaced by 401k plans and a myriad of other options to select from. The solvency clock is ticking on Social Security and Medicare bringing into question the iron clad guarantees that our parents enjoyed. With interest rates falling for decades, even the most basic retirement investment strategies of the past are now questionable.

At H. Haller Financial we want to help you win the game of retirement planning. With 30 years of helping clients plan for retirement we know a little something about helping people reach their retirement and other financial goals. Whether you are just beginning your career or have accumulated a nest egg, our Retire Ready tab can help you evaluate your current situation and give you information on how we can help. Where are you in the game? Are you ready to take the next step? Thank you for visiting our website. Please feel free to visit in person, give us a call or send us a confidential email. We will contact you right away to answer any questions you may have or to schedule a meeting. We offer complimentary portfolio reviews.






















28 West Bridge Street | Saugerties, NY 12477 | Telephone: 845.246.1618

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