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Secure Your Future With Retirement & Estate Planning

You work hard your whole adult life to enjoy retirement. That can be difficult unless you have a solid financial plan to provide a stable income during your post-work years. At Halm Investment Services, we work with you to develop a plan based on your needs and goals for retirement.

Our Retirement & Estate Planning Services

It is never too early to start planning for retirement, even if it seems too far away to worry about. When you come in for a retirement consultation, we will work together to:

  • Identify your goals for retirement and how much income you will need to support them
  • Discuss your risk tolerance and how that affects your investment decisions
  • Explore investment options, including 401Ks, IRAs, Social Security, and private pensions, that fulfill income needs without stretching beyond your risk comfort level
  • Establish withdrawal plans to meet federal and plan requirements

Estate planning helps ensure that the wealth you build goes where you want it to. We will help you explore options for wills, trusts, and gifts that minimize taxes and penalties to preserve the nest egg you worked to create.

Take the First Step Toward a Secure Retirement

At Halm Investment Services, we are more than financial professionals. We are members of your community. As such, we work hard to earn the trust of each client who walks through our doors. Contact us online or call (740) 772-1027 to start planning for your retirement.

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