Hal derives great pleasure from developing retirement strategic income plans (RSIP) for individuals and families.  

Hal is a respected advisor to numerous Financial Advisors who represent a variety of MGA’s and other investment firms.  He has helped them to dramatically grow their money and insurance book.  Your clients will benefit from client-centric strategies that work outside of traditional bank investment models.  Hal executes financially sound plans, customized for each client with a focus on reducing income taxes and estate taxes.  By following his advice and strategies, lifestyles improve and peace of mind comes with viable succession and estate plans.