Financial Planning Built for You.
As one of the top 1% financial advisors who hold both the CPA and CFA credentials, Hal blends tax expertise, financial planning, and investment strategy to simplify complex financial decisions into simple and actionable work for you and your business.
What you can expect from this relationship
Financial guidance should move you forward, not just track your finances.
With decades of experience in tax strategy, investment analysis, and CFO-level financial planning, we help you move confidently through complexity by providing with strategies and execution that is:
- Ethics-Driven: Guided by the high professionalism standards required of both CPAs and CFAs.
- Analytical & Strategic: Grounded in financial modeling, risk assessment, and long-range planning.
- Holistic: Taxes, investments, and business decisions are interconnected. We manage them together for you.
- Personalized: You will receive tailored strategies aligned with your goals, lifestyle, and long-term priorities.
This philosophy allows you to make smarter decisions today while protecting your future.
A Unified Financial Strategy Built Around Your Goals
Not just accounting. Not just portfolio guidance. A unified financial strategy built around your goals, complexity, and long-term success.
CPA + CFA: A Rare Combination
Very few advisors hold both credentials—giving clients a depth of tax knowledge and investment expertise that is uncommon in the industry.
True Strategic Leadership
Hal brings CFO-level thinking to both your business and your personal financial life, offering financial modeling, forecasting, cash-flow planning, and long-term strategy to support your goals.
Long-Term, Recurring Partnership
Hal works with clients throughout the year, not only during tax season. He helps you track progress, adjust strategy as life changes, and prepare for upcoming milestones.
Clear, Actionable Financial Guidance
Hal explains complex financial decisions in simple, practical terms. His focus is on clarity, long-term stability, and guidance you can confidently act on.
Integrated Financial Oversight
Taxes, investments, risk management, and business decisions all influence one another. Avoid gaps, conflicts, and unnecessary complexity by managing them together and not in silos.
Confidence and Peace of Mind
Clients work with Hal so they can feel confident their financial life is organized, thoughtfully managed, and handled with care, precision, and long-term perspective.
Financial Services Tailored to Your Needs
Whether you’re a high-earning professional, an investor, or a business owner, we will help you navigate complexity, manage risk, and strengthen your long-term financial foundation.
Financial Planning & Wealth Management ⌄
Ongoing guidance for your investments, major milestones, and long-term financial planning.
As a Chartered Financial Analyst (CFA), Hal structures portfolios responsibly, manages risk, evaluates markets, and develops long-term strategies that balance growth and stability.
Includes:
- Investment portfolio review & management
- Retirement planning
- Estate and legacy planning
- Cash-flow optimization
- Insurance planning (licensed in Arizona)
Tax Planning & Preparation ⌄
Proactive tax guidance designed to keep you organized, compliant, and prepared.
We will eview your income, investments, and business structures to create a clear, strategic approach that supports your long-term financial goals.
Includes:
- Strategic tax planning
- Multi-state tax considerations
- Entity structuring
- IRS compliance
- Quarterly planning & year-round guidance
Business & Personal Financial Services ⌄
A complete suite of services to organize and stabilize your financial life:
Includes:
- Tax Services
- Accounting & Bookkeeping
- Financial Forecasting
- Wealth Management
- Estate Planning
- Business Valuations
- Retirement Planning
Financial Forecasting & Fractional CFO Services ⌄
CFO-level clarity without the full-time cost.
With over 20 years of financial strategy experience, you will receive the right guidance to make informed decisions, plan ahead, and navigate financial growth.
Includes:
- Financial modeling & forecasting
- Budgeting and P&L optimization
- Valuation support
- Scenario planning
- Performance metrics & KPIs
Ready to Start Planning With Clarity?
Whether you’re just getting started or refining an existing approach, now is the right time to bring structure and long-term perspective to your financial decisions.
Get Your Integrated Financial PlanFrequently Asked Questions
Financial Insights
Practical perspectives and expert commentary on strategy, finance, and long-term decision making.
Financial Clarity During Major Life Events
Coordinating tax,investments,and planning when the stakes are highest.
Read Article →Investment Risk Through a CFA Lens
Understanding volatility,portfolio structure,and disciplined decision making.
Read Article →Smart Tax Strategy for Business Owners
How proactive planning can reduce exposure,improve cash flow,and support long-term growth.
Read Article →Start with a Complimentary Conversation
Let’s begin with a thoughtful discussion about your personal and business financial goals. Hal will guide you through the next steps and how a clear, coordinated plan can come together.
Primary Location:
Serving clients nationwide with a physical office for local meetings.
9375 E. Shea Blvd.Suite 100
Scottsdale AZ 85260
Thank You!
Your message has been received. Hal or a member of the team will be in touch shortly.
We look forward to speaking with you.