Employee Benefits
Employee Benefit programs have become an increasingly costly component of an employer's operations. The financial management and integration of these plans have been further complicated by the evolution of managed care, the realignment of the provider and hospital industry and the endless stream of state and federal legislation including the Affordable Care Act (“Health Care Reform”).
Learn MoreInsurance Services
The confiscatory nature of our tax laws, the desire to ensure the financial security of our loved ones and the need to insure complex business arrangements present engaging challenges to business people and professionals alike. For these and other reasons, insurance products have evolved as flexible and creative tools and solutions.
Learn MoreWealth Preservation
As our clients progress through various life stages, they are confronted with many issues and questions surrounding all the elements of what we call “Wealth Preservation”. These elements include, but are not limited to Estate & Legacy Strategies, Retirement Planning, Social Security Planning, Health Care, Long Term Care and Medicare Planning.
Learn Morevon Halle Brokerage Group
Since 1976 von Halle Brokerage Group has helped our clients protect their family, wealth, retirement, business and the wellbeing of their employees through the use of insurance, employee benefit & wealth protection services. We genuinely care about the needs of our clients and work diligently to build valued and long lasting relationships based upon trust and confidence by providing experienced and meaningful services and guidance.
Helpful Content
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.