Our Process

We believe that investment selection should come at the end of the planning process, not the beginning, as we see from so many other advisors. Our goal is to provide you with a cohesive portfolio and plan. We take the time to learn about you and your unique financial situation, starting with our very first meeting.

We understand that time frame, income need, and risk tolerance must be quantified at the onset of a relationship and continually assessed thereafter. We find that ignoring these precepts may decrease the likelihood of success and can dramatically increase the likelihood of failure. Halleran Financial Group works alongside you on a forward-looking basis, not with hindsight and not using a one-size-fits-all industry model.

The Halleran Financial Group management process is planning-based, deductive, repeatable, and measurable and our oversight and assessment process is structured and disciplined.

Our goal is to provide you with a cohesive portfolio and plan