Hello, my name is Marla Haller. I am the general manager of the Haller Financial Group, an independent financial advisory firm, focusing on the retirement needs of our clients. I would like to take a brief moment to tell you about us, how we got started, and how we set ourselves apart from other advisory firms.
My husband and business partner Ron Haller established our business in 1984. We credit the reason for our success to our loyal clients who introduce us to their friends and families. We believe the reason for their loyalty is because of the high level of personal attention and knowledge we give to them. We focus on being very proficient in every aspect of the planning process.
As an independent planning firm, we are free to shop the marketplace on our client’s behalf for the investment and insurance products that best suit our client’s individual needs. We are not like the many banks, brokerage firms, and insurance companies that promote and then sell the latest “in-house recommendation” to their customers – often times a “one-kind-fits-all” approach.
For the reason you would want to see a heart specialist instead of a general practitioner is the same reason why you want a retirement planner working for you. Many stockbrokers, insurance agents, or individuals, who call themselves planners, often lack the years of experience and the essential skills that are required to do a competent job. With over 30 years of know-how under our belts and a few gray hairs on our heads, we can relate to the financial concerns you may have at this important, and exciting, time in your life.
Today’s economic world is certainly not the one our parents experienced. Prior to 2000 investors could expect consistent stock market growth, but since then we have undergone two major stock market downturns, and a major economic recession. When factoring inflation, many people still have not regained their losses. At this stage of your life, you may not have the time to recover the investment losses that you had when you were younger. It is, for this reason, I urge you to select a professional planner that can design a precision retirement plan for you. It is much easier to choose appropriate investments if you have a written plan that states your retirement goals, financial objectives, risk tolerance, liquidity needs, and tax issues.
Thank you for visiting us. I welcome you to take a closer look at our website and see for yourself the planning strategies that we use. This information will help give you a good idea of what to expect from us regarding the design of your retirement plan.