About Us

As a Certified Financial Planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Beatrice Hale

CMA, CFP®, CCS, CSA, FCSI
Certified Financial Planner

Why Do I Do What I Do?

I chose to go into this profession out of a sincere desire to assist individuals who wanted to be helped to secure their financial future and protect their dreams. I believe that:

  1. The interests of my clients are best served through a relationship based on mutual trust and respect. They deserve to be told the absolute truth all the time.
    Key Words - TRUST-BASED RELATIONSHIP
  2. My clients must want my help. Though I will tell people what I believe they should do, and will encourage them to do it. I will not expend extraordinary effort in trying to "make them do it."
    Key Words - MY HELP IS WANTED
  3. I believe financial success begins with understanding the core values and goals of my clients. Each client has unique needs requiring personalized solutions.
    Key Words - UNDERSTANDING DREAMS AND GOALS
  4. The development and implementation of a long-term financial plan will provide my clients with the best opportunity to secure their family's future and reduce the stress caused by financial uncertainty.
    Key Words - FINANCIAL/WEALTH PLANNING
  5. To enhance my clients' ability to achieve their financial goals I will exercise my independent judgment and refuse to be swayed by current trends.
    Key Words - INDEPENDENT, TIMELESS
  6. I will succeed only if my clients succeed. When clients have a clear vision of their goals and objectives they believe in them and work with me to achieve them.
    Key Words - MUTUAL SUCCESS