At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

At Halo Retirement Advisors, we are passionate about educating our clients, and we excel in advising women. It is our mission that by lending our support and knowledge to fellow women, we will ensure that our clients won't have to face life's uncertainties alone.

Allow our team to shine a light on your future.

Have a Question

Thank you! Oops!