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Specializing in ERISA 401(k) | 403(b) | Defined Benefit Plans
Expert Fiduciary Advisory
for Business Retirement Plans
HIGHEST STANDARD
OF CARE
UNBIASED
TRANSPARENT
SERVING IN YOUR
BEST INTEREST
Our Services
Meet Suzan
Your Fiduciary Retirement Plan Advisor
Since 2000, I have been committed to the 401(k) qualified plan retirement 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...
Get in Touch
Suzan Hall, CFS®
Hall Financial Wellness
Located in beautiful Huntington Beach, California
Serving clients throughout Southern California
(213) 787-4015
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