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About Hallberg Financial

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.

 

Our Financial
Consulting Process

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:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

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.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

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.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs; our ultimate goal is to empower you.

Setting Your Plan to Action

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.

Monitoring Portfolio Progress

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.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.