Captain Hale Financial

Welcome to Captain Hale Financial!

Whether you’re in the heart of your career, are approaching retirement or are already retired, we can strengthen your financial life so you can live life to the fullest. We constantly leverage tax-smart investing, viewing decisions through a tax lens, and financial strategies to provide you with the best possible solutions. We are dedicated to providing you with the highest level of service. Prioritizing personal attention allows us to truly understand your unique objectives and craft tailored solutions to pursue them.

As part of our founding philosophy, we help you in three key areas: creating comprehensive and tax-efficient strategies that promote retirement longevity; utilizing lessons learned from market history and financial education to help withstand periods of volatility; and vigilantly monitoring and adjusting your plans as your needs evolve.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.