Hale and Associates
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Hale and Associates, based in Kokomo, IN, is a financial services organization that specializes in retirement planning for individuals across the country. Established in 1983, the company focuses on tailoring income planning solutions that are not only sustainable but also tax-efficient, empowering clients to achieve their financial objectives.
With a commitment to educating the public on effective retirement strategies, Hale and Associates offers a comprehensive range of services, including retirement savings optimization, long-term care planning, and legacy estate planning. Their dedicated team ensures each plan is continuously monitored and adjusted according to clients' evolving needs.
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