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1801 Park Court Place
Building E, Suite 101
Santa Ana, CA 92701

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Hallin Financial Services

(714) 204-0299

 

My Services

Any time you are making a financial decision that may have a lasting impact on your financial future, it’s important to consult with a qualified financial services professional.

Jeffrey Hallin is committed to helping his clients develop a comprehensive and personalized financial strategy based on their needs and goals.

Jeffrey offers a full range of services for business owners, retirees, executives, and employees. He specializes in the needs of seniors - retirement planning, estate planning, charitable giving, and funding long term care.

To help his clients, he can employ a wide range of services and tools, including:

Personal and Business Financial Planning, Investments and Insurance.

Personal Financial Planning

  • Retirement Planning
  • Tax Planning/Tax-Advantaged Investments
  • Charitable Giving
  • Estate Planning
  • Senior Advising
  • Insurance Planning/Risk Management
  • College Tuition Planning
  • Cash Management Accounts

Business Financial Planning

  • Retirement Plans: SEP, SIMPLE, Profit Sharing, 401(k), & Defined Benefit
  • Deferred Compensation/Executive Bonus Plans
  • Tax-Advantaged Investments
  • Business Succession Planning/Buy-Sell Agreements
  • “Key Man” Insurance
  • Group Insurance
  • Cash Management Accounts

Securities: Stocks; Mutual Funds; Corporate, Government and Municipal Bonds; Money Market; Certificates of Deposit.

Asset Allocation & Professionally Managed Portfolios

Tax Advantaged Investments: Muni Bonds, Government Securities, Annuities, Traditional/Roth IRA’s, Life Insurance, Tax Credits

Insurance: Life Insurance (Term, Indexed, Fixed & Variable Universal Life, Whole Life), Disability Income Insurance, Health Insurance, Medicare Supplements, Integrated MediComp (Group Health & Worker’s Compensation), and Long Term Care Insurance.

Authorized Agent for: Covered California, Health Net, Anthem Blue Cross, Blue Shield of CA, California Choice and Kaiser Permanente)