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

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

 

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Glossary of Scam Terms

A helpful glossary of current scams.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

View all articles arrow

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Investments

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Surprises

Making the most of surprises is a great reason to work with us.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

View all videos arrow