About Us
LifePhase Investing®
Our Team
Industry Recognition
Careers
Financial Services
Investment Services
Retirement Planning
Estate Planning
Financial & Tax Planning
Charitable Gifting
Advising Families
News & Guidance
Locations
Long Beach
San Diego
Costa Mesa
Denver
Bellevue
Scottsdale
Houston
The Woodlands
Talk to an Advisor
Client Portal
HALBERT HARGROVE
(800) 435-3505
Talk to an Advisor
Client Portal
About Us
LifePhase Investing®
Our Team
Industry Recognition
Careers
Financial Services
Investment Services
Retirement Planning
Estate Planning
Financial & Tax Planning
Charitable Gifting
Advising Families
News & Guidance
Locations
Long Beach
San Diego
Costa Mesa
Denver
Bellevue
Scottsdale
Houston
The Woodlands
Case Studies
Saenz Family
Self-employed and aiming for financial independence by their early 50s.
More
Kelly Family
High earners and big savers who are transitioning toward retirement.
More
Tsan Family
Retirees in their early 60s with funding goals for travel and their kids.
More
Meredith
Recently divorced, in her 70s, and looking forward to a solo retirement.
More