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How can we work together?

When you make a decision to work with our company, you're entering into a long-term relationship with us. We care about our clients' success and goals, and we want them to succeed in the long run. For this reason, we provide consulting services that are catered to our clients’ specific needs. Do you have a goal you’re trying to achieve but don’t know where to begin? Let us have a chance to earn your business.

 

There are many different ways we can serve our clients:

Financial Planning Based Engagement

Non-Product Specific Advice as a Financial Planner

Comprehensive in-depth analysis of some or all of the following areas:

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  • Net Worth and Cash Flow

  • Investment Planning & Allocation

  • Risk Management

  • Income Tax Planning

  • Retirement Planning Strategies

  • Estate Planning Strategies

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Meet as necessary to help ensure that you understand your financial plan.

Asset Management

As a Financial Advisor

  • Asset Allocation & Rebalancing

  • Innovative Risk Management

  • Portfolio Enhancement

  • Tax Planning Strategies

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Quarterly or Annual reviews relevant to the platform chosen and client preference.

Needs Analysis

As a Financial Professional

  • Provide products and high level single needs analysis

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Annual review of account performance and contact for issues related to your accounts.

Office: (850) 523-2100

Fax: (850) 385-3739

Halsell Financial Solutions
281 Pinewood Dr.
Tallahassee, FL 32303

Steve Halsell is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC (www.FINRA.org/www.SIPC.org), and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Halsell Financial Solutions.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
LPL Enterprise Form CRS: https://www.lpl.com/lpl-enterprise.html
 
Steve Halsell | FL | 281 Pinewood Dr. Tallahassee, FL 32303 | CA Insurance Lic. # 4065098.

RICP® & CASL® designations are conferred by The American College.

Halsell Financial Solutions does business in the following states: 
Securities Licenses: AL, CA, CO, FL, GA, IL, MN, NV, NY, NC, OH, SC, TX, VA, WA 
Life Insurance: FL, GA | 
Variable Life Insurance: FL | Health Insurance:  FL | Property & Casualty: FL 
Mutual Funds: AL, CA, CO, FL, GA, IL, MN, NV, NY, NC, OH, SC, TX, VA, WA
Fixed Annuities: AL & FL | Variable Annuities: AL & FL 

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