### *Call us at 949-943-5266 so we can pick a time to visit and discuss your current retirement plan and financial goals.*
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## YOUR CART
| Picture | Watch our video to Learn How The Personal Pension Plan fills your "income gap" |
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| **Watch Our video to learn about:**  * Why your retirement needs may have changed over the years * What the "3-Legged Financial Stool" concept is and how it works * How to determine your current and/or future retirement income needs * The difference between essential and discretionary income * How to create your own Personal Pension Plan for retiremen WANT TO SEE WHAT A PERSONAL PENSION CAN DO FOR YOUR RETIREMENT?   | | Picture | How To Create Your Person Pension Plan | | --- | --- |   Read our guide to learn more about the Personal Pension Plan. \* Indicates required field Name \*     Email \*      Download Guide > |
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| Contact Us:Hale and AssociatesFinancial Services and Estate PlanningPhone Numbers:​317-677-7178949-943-5266Fax: 317-614-7508CA LIC # 0G30788Need Help Making a Financial Decision?  | *DISCLAIMER:**Hale and Associates does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of**Hale and Associates**or your own financial professional about your personal situation before making any financial decisions.**INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:**Hale and Associates**provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them.**Hale and Associates**does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.* |
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| Picture | LEARN HOW TO GENERATE GUARANTEED LIFETIME RETIREMENT INCOME WITH FIXED INDEX ANNUITIES |
| Watch Video To Learn How Fixed Index Annuities :  * ​Benefit from market gains without any of the market risk * ​Provide income you cannot outlive * Protect your principal from loss * Provide a reasonable rate of return Need help generating guaranteed lifetime income for your retirement?  | | Picture | FIXED ANNUITIES EXPLAINED | | --- | --- |   **Learn how fixed annuities stimulate financial growth and generate lifetime income.** \* Indicates required field Name \*     Email \*      Download Guide > |
| Picture | Watch our Video to learn how to avoid the tax time bomb using our wealth transfer solution |
| **Watch Our video to learn about:**  * Transferring wealth at the lowest possible rate of taxation * Which wealth transfer products are available to you * The "tax time bomb" and how it affects your heirs' taxes * How to use the accelerated death benefits to help cover the costs associated with chronic illness * Why single premium life instantly increases the size of your estate WANT TO SEE WHAT A Wealth Transfer Plan CAN DO FOR YOUR Nest Egg?  | | Picture | Wealth Transfer Using Single Premium Life Insurance | | --- | --- |   Read our guide to learn more about the Wealth Transfer. \* Indicates required field Name \*     Email \*      Download Guide > |
| Picture | download  SAFE MONEY SNAPSHOTSLearn about various Safe Money Concepts, Tools, and Solutions to help you better prepare financially for retirement.​ \* Indicates required field  | Name \* | Email \* | | --- | --- |      Download Guide > |
## ​Our consumer guide covers:
| Picture | Which places are safe for your money... such as Fixed Annuities |
| Picture | Financial Concepts... such as Fight Fraud and Simplifying Finances |
| Picture | Financial Tools... like Return Arithmetic |