Does My Portfolio Fit Me?
Life pulls us in many different directions and time is in short supply. We are here to guide you through financial decisions; we strive to alleviate some of the burden money and investing can create. The goal is to free you up to focus on what matters most to you.
We do this by creating a written plan, taking into account short & long term goals. We also provide the research and due diligence needed to make educated investment decisions. We believe without financial stress, you will be able to spend time thinking about and doing what you are most passionate about.
Although we have a combined 30 plus years of experience in financial services, Hale Lamb & Associates, LLC was officially started in 2015 when Gary Lamb and Brian Hale combined their clients into one book of business.
While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.
Once your goals have been established, we can customize suitable strategies to match your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services:
INSURANCE AND ANNUITIES
“The faithful and efficient management of property or resources belonging to another in order to achieve the owner's objectives.”Kent Wilson
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.
We’re looking forward to using our experience to help you pursue your financial goals.
Enjoy Your Life.
You have better things to do than to manage your money and investments. We are passionate about seeing you pursue your goals by creating customized financial plans and portfolios. Why not marry those two? Call or email us today to set up an informal meeting or second opinion on what you are already doing.
We look forward to serving you
Hale Lamb & Associates, LLC
The Financial consultants at Hale Lamb & Associates are also registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Hale Lamb & Associates, a registered investment advisor. Financial Advocates Investment Management, Hale Lamb & Associates, and LPL Financial are separate entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, and WA
Brian – CA Insurance license #0E51988
Gary – CA Insurance License #0C79768