Get a Valuable Second Opinion

from an Experienced Financial Advisor

Do Not wait...
Start securing your financial future today

...And earn a $50 gift card for your time!

To Receive Your Free Gift Card

Schedule Your Appointment Now!

Roger Hall, your local social security and retirement advisor, has devoted more than 30 years to helping people manage financial risks and plan for a more comfortable and satisfying retirement. In 2008, Hall Tax & Planning Services was born. We invite you to meet with us to discuss your social security & other retirement related issues.

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Important topics we can discuss include:

  • Are higher taxes on the horizon?
      Government spending has been generally trending upward since 2000. If this makes you wonder if your taxes might go up, you’re not alone! But there may be ways to prepare for future tax increases and help minimize your tax burden.
  • It’s not how much you make, it’s how much you keep
      No matter how much income you have, what really matters is what you have left after taxes. If you’re in or approaching retirement, you’re no doubt interested in how you can minimize taxes and maximize your income! Help stay on track with your retirement by preparing now for future tax changes.
  • Are taxes on sale?
      You might not think that today’s taxes are low, but – historically speaking – they are. What does that mean for future tax rates? The Tax Cuts and Jobs Act of 2017 reduced income taxes for many Americans, but many of its provisions expire on Dec. 31, 2025. If action isn’t taken by Congress, we will revert to considerably higher 2017 tax rates on January 1, 2026. Help stay on track with your retirement by preparing now for future tax changes.
  • Pay taxes now. Pay taxes later
      Taxes aren’t optional, but you may have choices about WHEN you pay them. And that WHEN can be a powerful tool to help you maximize your retirement income.
  • Why would I do this for free?
      (1) I want to help. With over 35 years of experience in helping people enjoy their retirement with less stress and more peace of mind, I am proud to continue this work. To show my appreciation for your time, I am offering a $50 gift card.

      (2) I want to help you. After meeting with me, you might decide not to work with me, and that’s okay. However, I believe that some of you will find value in what I have to offer and choose to take advantage of the tax cut window while it is still open.

Social Security

At our meeting, you'll receive a FREE, personalized Social Security Maximization Report where we'll break down how you can maximize your benefits.

Retirement

After 30 years of helping people to enjoy their retirement with a little less stress and a lot more peace of mind, I've become very fond of the feeling of knowing I had something to do with it. Call me selfish, I guess. Regardless, I know offering a $50 gift card will help you feel like you're not wasting your time.

Peace of Mind

After seeing your social security free report and meeting with me, you might decide not to work with me. And that's okay. But I know that a certain number of people will like what they hear, will want to know more about other areas of retirement, too. So, I get to help people AND get some new clients…it's a win–win.