We help professionals, business owners and their families build wealth so they live life on their own terms by wrapping tax and financial planning around investment advice.
Hall O’Brien - Planning for Wealth is a SMART approach to help clients maximize their wealth and live the life they want
Sound – risk adjusted, backed by a financial plan
Meaningful – achieves your goals for your money
Accountable – as discretionary Portfolio Managers we have fiduciary duty to act in your best interest
Results-Oriented – measured against a personal targeted rate of return
Tax-Efficient – minimize your lifetime tax burden and ensure more of your money stays in your pocket
Listen to your story
Identify your goals and purpose for your money
Discuss your legacy
Explore your experiences with money that shape your attitude and values
Share our philosophy and process
Gather data, documents and statements for analysis
Determine risk profile
Commence financial plan
Analyze current investments
Complete documentation to open accounts
Review communication preferences
Review team member roles and who to contact
Transfer assets to Richardson Wealth
Align investment solutions to financial goals
Assess investment options and potential tax implications
Consider U.S. person status and implications for investment holdings
Deploy investment selections
Guide you through online portal registration
Hold tutorial meeting regarding navigating the portal, understanding statements and performance reports
Coordinate with other trusted advisors: accountant, lawyer to ensure consistency of advice and actions
Leverage our professional network as necessary to meet your comprehensive wealth and financial needs
Monitor progress towards your goals
Adjust financial plan as life evolves
Identify potential risks to meeting your financial goals and examine means to mitigate
Offer business and family succession planning as needed
Provide counsel on estate planning and family dynamics