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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”).

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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.

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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.

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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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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How Compound Interest Works

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Estimate Your RMD

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

College Savings

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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