Broker Check
About Us. Our Team. Our Services. Our Mission.

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 More

Insurance 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 More

Wealth 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 More

von 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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles arrow

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

View all videos arrow