Expertise in Financial Services
At Halliday Financial, we believe that life should be lived completely. That's why we offer a complete financial solution: Halliday Complete.
​From personalized investment strategies and insurance planning, to college and retirement, Halliday Complete fits the pieces together. We offer comprehensive guidance and access to a range of solutions designed to simplify your life and get you where you want to go.
Halliday Financial provides strategies designed for provision of the highest quality services.
Wealth Management
We are dedicated to serving our clients through a relationship based on mutual trust, integrity and intimacy. Those clients that come to Halliday Financial Wealth Management engage with us in a discovery process. The process is driven by an intensive dialogue to identify those factors that impact our client's wealth and the preservation of that wealth.
Financial Planning
We are dedicated to serving our clients through a relationship based on mutual trust, integrity and intimacy. Those clients that come to Halliday Financial Wealth Management engage with us in a discovery process. The process is driven by an intensive dialogue to identify those factors that impact our client's wealth and the preservation of that wealth.
Investment
Independence is the hallmark of our investment approach. Free to bring a virtually unlimited list of financial instruments to bear on our clients' need to invest for the future, Halliday Financial provides access to every major investment category necessary for the achievement of our clients' goals. Depending on our clients' strategic investment needs, Halliday Financial provides our clients access to a wide array of investment products.
Insurance Planning
If we could predict exactly what would happen in our lives, there would be no need for insurance. Insurance can be the anchor of your family's financial security and can help you leave that same financial security to the next generation. Because your financial situation is unique, your Insurance needs are different from anyone else's. Halliday Financial offers expertise in planning an insurance strategy to help provide financial protection for you and your family.
Estate Planning
We make it a point to see that estate planning is discussed with all of our clients. If you have your own attorney, we will be happy to discuss your estate plan with him or her. If you do not have an attorney, or your attorney is not comfortable with estate planning concepts, we can arrange for you to meet with one of our affiliated attorneys. Our affiliated attorneys may recommend use of powerful strategies, including specialized trust instruments, to create an estate plan with maximum tax relief, maximum flexibility and achievement of all of your estate-planning goals.
College Planning
After retirement, and possibly long-term care, educating your child, children, or in some cases, grandchildren, is likely the largest financial hurdle your family will need to clear. The rise of higher education cost is outpacing inflation. Whether private or public, universities are continuing to raise the cost of everything from tuition to room and board. It is therefore paramount to start planning early. We can help!