Individuals

man in his home with young child

Helping You Build a Confident Financial Future

Every person’s financial journey is unique, and Old Hall Green Wealth is here to help you take that first step.

Whether you’re thinking of investing in the stock market, are saving for your child’s college fund, or are ready to put your estate plans in place, we’ll guide you with the experience and personalized guidance that you need.

Explore some solutions we provide for common financial challenges.

Couple moving into their first home

Challenge: I have three 401(k)s, an IRA, and just changed jobs, now what?

Solution: Our retirement planning services help you consolidate multiple accounts into a single retirement option that makes retirement planning easier and portable. We also help you ensure you’re ready for retirement with Social Security strategies, required distribution solutions, and retirement income strategies.

 

Challenge: I need help saving for my first home.

Solution: We provide comprehensive, goal-based financial strategies that evolves with you over time. In addition to assistance with your strategies for major purchase decisions, we also provide credit report analyses to help you improve your credit, debt refinance reviews, and more so you can grow and protect your wealth.

 

Challenge: I have money to invest, but don’t know where to start.

Solution: We’re here to help you feel confident in your investments with personalized investment management that’s designed to align with your risk tolerance, goals, and timeline. Our approach is disciplined and research-driven, with a focus on long-term growth and smart diversification.

Challenge: I need help with education funding strategies for my children or grandchildren.

Our team is here to guide you through education savings options like 529 plans and other strategies that help reduce the financial burden of higher education. We’ll help you prepare for future costs while staying on track with your other financial goals.

 

Challenge: I make decent money, but I don’t know where it all goes!

Solution: Get on top of your finances with our cash flow financial services that include debt management, budget and expense review, cash flow analysis, and more.

 

Challenge: There are so many insurance options out there – I don’t know which ones I need!

Solution: Old Hall Green Wealth will help keep you, your family, and your investments protected with protection solutions that includes life insurance review, disability insurance assessments, assistance and more.