Skip to main content
Hale Lamb & Associates logo
menu
  • Home
  • About
    • Our Philosophy
    • Our Team
    • Our Process
    • Who We Serve
  • For Individuals
    • Retirement Planning
    • Financial Planning
    • Investment Planning
    • Asset Management
    • Estate Planning
    • Tax Planning
    • Education Planning
    • Life Insurance
  • For Business Owners
    • Financial Planning for Business Owners
    • Succession Planning for Business Owners
    • Tax Planning for Business Owners
    • Small Business Retirement Plans
    • Planning for Business Owners
  • Resources
    • Blog
    • Videos
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Login
  • Dana Point, California

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Brian Hale | Feb 2, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Brian Hale | Jan 2, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Hale Lamb & Associates | Jul 28, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Hale Lamb & Associates | Jul 28, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Hale Lamb & Associates | Jul 28, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More

Office

4 ANDANDO,
ALISO VIEJO, CA 92656

23986 Aliso Creek Rd, #225
Laguna Niguel, CA 92677

Book an Appointment

Contact

E | brian@halelamb.com

P | 559-691-4020
T | 559-466-9796
C | 949-371-4686
F | 559-691-4068

Follow us

     

The Financial consultants at Hale Lamb & Associates are also registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Hale Lamb & Associates, a registered investment advisor. Financial Advocates Investment Management, Hale Lamb & Associates, and LPL Financial are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, and WA Brian – CA Insurance license #0E51988 Gary – CA Insurance License #0C79768

Form CRS

© 2023 Hale Lamb & Associates All rights reserved.