Maximize your benefits offering by aligning your retirement plan with your organization’s goals. Hallberg Financial will help you manage plan selection, design, regulations, filing requirements, employee education and long-term retirement planning for your employees.
When you have a financial plan, it's easier to make financial decisions and stay on track to pursue your goals. A CFP® professional can help you coordinate your retirement planning, tax planning, and estate planning. Financial planning offered through LPL Financial, a registered investment advisor.
We believe small businesses are the backbone of America. At Hallberg Financial, we do our utmost to help your business thrive.
Hallberg Financial is a Chicago-Area qualified plan consulting and financial services firm dedicated to building long-term relationships with our corporate, not-for-profit, and individual clients based on unique strategies, trust, and reliable service.
We offer our services through LPL Financial, the nation’s largest* independent broker-dealer and a leading independent consultant to retirement plans. As independent advisors, we believe that objective financial guidance is a fundamental need for everyone.
*As reported in Financial Planning Magazine, 1996-2015, based on total revenue.
Over the thirty years Hallberg Financial has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:
It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Hallberg Financial, and that level of trust has given our clientele great confidence.
Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.
Hallberg Financial encourages an honest dialogue between client and advisor to help pursue expectations. No matter your current fiscal position, we will get you where you want to go.
All of our plans are dependent on your approval. While we serve your financial needs; our ultimate goal is to empower you.
When our financial plans work towards your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.
At its best, working with Hallberg Financial becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.
We’d love to hear from you. Give us a call and we’ll get started.