Text Us Skip to content

Financial Advisors

Home > Services > Financial Planning


Do more than simply earn money

There will never be a perfect time to start investing.

If you want a shot at becoming wealthy, you need to do more than simply earn money.

You may be thinking to yourself – this is not the time to talk about investing.

But there will never be a PERFECT time to start investing. Putting off the decision to invest is the number one regret our clients express. Once they begin, it’s like a weight being lifted off their shoulders. I guess it’s the flossing of the financial world. Everyone knows you should do it but keeps putting it off. Ultimately, you have to be disciplined enough to hold onto the money you earn – to then take the next step in learning how to make your money grow. And the best way to grow your money is by learning how to invest.

It's as simple as that.

The hallows & co Financial Advantage

One huge advantage of Hallows & Co. is that we see both sides of your story. We don’t sit down with you for a couple of hours dissecting your entire life’s investing strategy only to end that conversation by saying, “make sure to check with your CPA on everything we went over.” You will sit down with your financial advisor and your CPA and plan together with the investment strategy that will help you smoothly transition into retirement. As our financial advisors plan these changes you have such an advantage over the next guy. You get to sit at the table with your financial advisor, attorney, and CPA. You don’t have to try and be the middle man and try to and relay what each needs from the other. You get to utilize the simplicity of putting them all under one roof.

If you are nervous to start, let us offer a few tips.


Make it Automatic

Automate savings so the money stays. If you wait until the end of the month to save, the likelihood will be that there is not much left to save. Make it automatic and have money deposited straight out of your paycheck, or have a portion go into a savings account whenever you make a deposit. If you have a few savings objectives, you can track the money you put into each account and put it through one account or use a few different savings accounts open for various goals. When you see your savings' growth, you are more likely to keep it there.


Start Small

You don’t have to go big or go home when it comes to investing. You can start small each month and we can help choose funds for you that present very little risk. Over time you may become more confident and more tolerant of risk and choose to shift a portion of your portfolio.

Don't go it alone

Ultimately you want someone who is going to be there through all the ups and downs. A financial advisor can help you stay disciplined for the long run and ensure you stay focused on the BIG picture. We have been building retirement plans for clients for 30+ years. Don’t put that burden on yourself to go it alone. We love to meet our clients face to face, whether that’s over zoom or in person. Let’s sit down and simply have a conversation. You won’t ever regret acting. Contact us to get started!