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

Two men sitting at a table and having a conversation
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
Young woman pouring a drink for an older woman. They are sitting together at a table.
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
Two yellow balloons with smiley faces on them
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

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4

 The financial consultants of Hale Lamb & Associates are registered representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

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 

Form CRS

LPL Financial Form CRS

© 2026 Hale Lamb & Associates LLC. All rights reserved.