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Hallford Financial Advisors is a financial planning and Registered Investment Adviser firm headquartered in Daphne, Alabama. We provide fee-only financial planning services and investment advice. Our financial planner Alice Hallford avoids potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.
We work with people of all ages from all walks of life. You can engage us on either a one-time basis or as needed. You receive personal attention. Whether you are building assets for the future--or seeking to protect, enjoy, and pass on the assets you already have-Hallford Financial Advisors is ready to help with sound, professional advice.
Your financial objectives may include:
- Creating and preserving personal wealth
- Establishing charitable legacies
- Increasing your peace of mind
- Maximizing wealth transfer
- Minimizing the risk of financial catastrophe
- Protection against inflation
- Providing for a child's education
- Reducing tax burdens
- Securing retirement income
Our services to help you reach your goals include:
- A second opinion on current financial planning and investments
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Estate planning
- Lump-sum distribution advice
- Retirement planning strategies
Our fee schedule is customized to your needs. Some examples are:
FINANCIAL PLANNING
- Specific Written Recommendations
- Implementation Assistance
- Ongoing Service - Quarterly review of financial planning issues
- 3-12 month time frame
Fees: Low Complexity $1,000-1,750
Moderate Complexity $1,750-$3,500
High Complexity $ 3,500-up
INVESTMENT MANAGEMENT
Ongoing service of asset management, including implementation of plan, quarterly reviews, advice on changing circumstances, regular update meetings
Time frame: 12 months, renewable annually as needed
Fee: 0.5% of assets under management
SHORT-TERM CONSULTATIONS
One or two hour sessions, for those with less complicated issues
Fee: $175 per hour
All fees are due when services are rendered or quarterly/bimonthly for retainer clients of Hallford Financial Advisors
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