Halliday Financial Group
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Halliday Financial Group is an independent financial planning firm dedicated to serving the needs of individuals, families, businesses and not-for-profit organizations.
At Halliday, we utilize a full spectrum of financial alternatives to assist our clients in all areas of financial planning. Our independent status allows us to do this with absolute objectivity. Unlike many financial service professionals, we have no proprietary products to push. Our role is to help clients make smart decisions about their money. We understand that each client has unique needs and therefore provide personalized solutions based on their goals, objectives and concerns.
- We will help you simplify your financial affairs and consolidate assets, providing added security and control.
- We combine appropriate solutions with great service and ongoing support to help you avoid costly mistakes.
While each of our clients is unique, they all have one thing in common: They want unbiased financial advice from experienced professionals. Our clients look to Halliday to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.
Our Approach
When you begin working with Halliday Financial Group, we become your "personal chief financial officer," offering the resources to coordinate all of your financial needs. Our advisors bring extensive training, experience, and management skills in one or more areas. In addition, we have developed strategic alliances with key professionals who can assist in your planning. We partner with CPAs, attorneys, and employee benefit specialists to provide expertise in their fields. We believe that the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually.
- We work with the nation's leading investment management and insurance organizations, which allows us to provide the very best that the industry has to offer.
- Our flexibility as an independent organization allows us to work for you under a commission or fee-only arrangement.
Our Planning Process
Whether we are designing a comprehensive financial plan, targeting a specific issue such as retirement, or reviewing a benefits package we begin by gathering data. We are committed to taking the time to understand your goals and expectations.
Our objective is to create a financial plan best suited to assist you with the accumulation, growth and preservation of your assets. We will review your financial statements, insurance policies (life, health, long-term care and disability), investment statements, tax returns, wills, trusts and family structure among other things. Once this information has been thoroughly examined we can help you identify the strengths and weaknesses of your current plan. Our analysis will show you, step-by-step, what needs to be done to achieve your goals. We want to provide you with peace of mind knowing your financial affairs are in order so you may pursue other interests.
- We use state of the art financial planning and research software to analyze your situation and illustrate our recommendations.
- We design strategies with flexibility in mind to accommodate changes which may occur in the future.
Our Investment Process
Before we begin developing your investment strategy, we take a good hard look at where you are today. We assess your investment goals, available resources, desired rate of return, and risk tolerance. This research allows us to design a portfolio to fit your specific needs.
Asset allocation is the process of investing funds into different asset classes in a way that enables you to maximize your expected return for a specific level of risk. We have found that it is responsible for more than 90 percent of the variations in portfolio performance so choosing the right asset allocation for you is one of our top priorities.
- Our investment strategies enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility.
- We carefully monitor your progress to make sure we keep you on track with your goals.
In Closing
Based in Glen Head, New York on the north shore of Long Island, we have been committed to providing sound financial advice for over 20 years. Our firm consists of approximately 30 Financial Consultants, in 3 locations and currently, we help our clients manage approximately $1.13 Billion.
Should you need to contact a supervisor, Sean Mohammadi or Rachel Pino can be reached at (800) 786-1598.