• manage_accounts
  • Ashburn, VA
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Accountant Services

Key Business Information of Halpern Financial

Languages Known
  • English
Mode of Payment
  • Cash

About Halpern Financial

Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, founded with the uncompromising commitment to guiding our clients toward personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to accumulate and protect the wealth of our clients. For each of our clients we strive to create financial stability and security, putting clients in control of their financial lives. Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, founded with the uncompromising commitment to guiding our clients toward personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to accumulate and protect the wealth of our clients. For each of our clients we strive to create financial stability and security, putting clients in control of their financial lives. For more details contact us.

Service Details

  • Coordination with estate planning attorney

    • Estate planning fundamentals

      • Multi-generational wealth transfer

        • Monitoring of Required Minimum Distributions

          • Qualified and non-qualified retirement plans

            • Retirement readiness assessment

              • Sustainable, tax-efficient withdrawal strategies

                • Assessment of college funding readiness

                  • Coordinate college funding goals with other financial goals

                    • Free ebookFind Your Financial Safety School

                      • Identify goals and resources

                        • Tax-efficient funding and distribution plan

                          • Ensure funds are available to meet needs

                            • Identify potential business or personal liabilities

                              • Review and analysis of insurance needs

                                • Advice on using debt wisely to improve net worth

                                  • Cash reserve strategies

                                    • Coordinate spending and cash reserves to improve net worth

                                      • Help with buy vs. lease dilemmas

                                        • Spending plan

                                          • Ability to hold securities from any provider

                                            • Coordination of pre-tax and after-tax accounts

                                              • Custom portfolio design and implementation

                                                • Open architecture and institutional access

                                                  • Advice on donor-advised funds and private foundations

                                                    • Custom philanthropic strategies

                                                      • Legacy giving

                                                        • Balancing retirement income

                                                          • Coordination with tax professionals

                                                            • Tax-efficient portfolio design

                                                              Selected Financial & Taxation Services
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