Finding it hard to take control of your Finances?

Here at Halo Management & Consultants, we will we will craft and implement a strategy designed to satisfy what is most important to you today and maintain a course of action to help ensure your goals are being met at every stage of your life.

We bring intelligence, integrity, experience, and truly individualized holistic financial management. Our licensed advisory services, help you enjoy financial freedom, while achieving your financial goals.

AT HALO Management & Consultants

Our Financial Services

  • Life Insurance

    The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family.

  • Annuity

    Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

  • Long-Term Care Insurance

    Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.

  • Disability Income Insurance

    Disability insurance helps replace income lost because of an accident or illness.

  • 401(k) Information Request

    By far the most common employer-sponsored retirement plan is the 401(k) plan.

    The 401(k) plan is a defined contribution plan.

  • Information Request

    Lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.

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OPERATION MANAGEMENT

Optimize operations so your biggest projects are implemented on time, on budget, and right on target. Our teams help expand your bandwidth by integrating a disciplined approach to streamlining your day-to-day tasks.

  • Integrating an overarching, end-to-end strategy, we will implement tools and structures that work together to cultivate effective communication and collaboration.

  • System complexity is the bane of a great customer, partner, and employee experience. We help you improve your ease-of-doing business without sacrificing business results.

  • Optimizing your data reporting and visualization, our analysts will make sure you get the insights you need to make the right business decisions and achieve your strategic goals.

Referral Suite

Our referral base is called “My Halo Network”. Our clients enjoy not only a network of trusted client-based referral partnerships, we also have over 3,000 additional contacts at our disposal ready to assist.

  • Real Estate

  • Tax Solution

  • Small Business

  • Essential Home services

  • Health and Wellness

  • Scholarship and Internship

  • Legal Services

    Legal Services