Specializing in Retirement Plan Advisory Services for Corporations and Non-Profits
ERISA 401(k) | 403(b) | Defined Benefit Plans
Retirement Plan Fiduciary Advisors
HIGHEST STANDARD
OF CARE
UNBIASED
TRANSPARENT
SERVING IN YOUR
BEST INTEREST
Our Services
Meet Suzan
Your Retirement Plan Fiduciary Advisor
Since 2000, I have been committed to the employer-sponsored retirement plan space, collaborating directly with plan sponsors and participants to optimize their retirement strategies. I’ve discovered that while sponsors and participants have access to numerous tools and resources...
Resources
Understanding how 401(k) plans work doesn't have to be painful. Gain meaningful knowledge about 401(k) fundamentals in this quick, easy read to jumpstart your retirement savings journey.
Tools You Can Use
Listen to the
401(k) Plans Made Easy
Audio Podcast On Spotify
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Get in Touch
Suzan Hall, CPFA®, CFS®
Hall Financial Wellness
(213) 787-4015
Serving clients throughout Southern California
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