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Wealth Management for Professionals
19200 Von Karman Avenue Suite 400
Irvine,
CA 92612-8512
Phone: (949) 622-5506
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"You may delay, but time will not."
- Benjamin Franklin
Call For An Appoinment Today!
It's Never Too Early To Begin Planning
For Your Financial Future!
"Wealth, like a tree, grows from a tiny seed. The first copper you save is the seed from which your tree of wealth shall grow. The sooner you plant the seed the sooner shall the tree grow. And the more faithfully you nourish and water that tree with consistent savings, the sooner may you bask in contentment beneath its shade."
- passage from The Richest Man In Babylon by George S. Clason.
Jeffrey N. Hallin: CRD #2341900, CA Ins. Lic. #0B39603.
Please be advised that Jeff Hallin presently holds Series 7, 63, & 65, securities licenses and provides investment advise in the following states: CA, AZ, MI, & TX. For residents of other states, proper license registration must be obtained by Mr. Hallin before proceeding further.
All securities offered through ProEquities, Inc. - a Registered Investment Advisor and a Registered Broker-Dealer, Member FINRA & SIPC. Investment Advisory Services offered through Investment Advisors, a division of ProEquities, Inc. Corporate Office: 2801 Highway 280 South, Birmingham, AL 35223 (800) 288-3035.
No parts of this communication should be construed as an offer to sell any securities or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Hallin Financial Services is independent of ProEquities, Inc.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
More Calculators>>>
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September 07, 2010 @ 05:54 PM
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