At AdvisorySouth, Caroline Hall and her team provide comprehensive financial planning and retirement income planning.
- I AM EXCITED BY helping people understand they can retire comfortably. New clients will often have insecurities because their accounts aren’t consolidated, and there’s no plan in place. We organize all their information and project for retirement income scenarios that will work, which provide peace of mind.
- I’VE LEARNED THE HARD WAY THAT you can’t do it all. As much as I want to help clients with every area of their finances, I can’t be an expert on everything. That is why in our office, we utilize a team approach, with four advisors who are specialists in their chosen area.
- OUR CLIENTS DO BUSINESS WITH US because we streamline and organize the client experience. Our clients have clarity, understanding and confidence in their financial situation.
- YOU WOULD NEVER GUESS I have a degree from both Auburn and Alabama. I earned a master’s from the University of Alabama in financial planning and my undergraduate degree from Auburn in finance. War Eagle always, though!
- OUR SECRET SAUCE is tax efficiency in financial planning. Taxes will likely be a client’s largest expense throughout their lifetime. We work with their tax advisor to create the most tax efficient plan.
- I HOPE WOMEN WILL take charge of their personal finances or involve themselves in the finances of their families.
