About Us
LifePhase Investing®
Build & Grow
Distribute & Deploy
Transition
Our Team
Industry Recognition
Careers
Financial Services
Investment Services
Retirement Planning
Estate Planning
Financial & Tax Planning
Charitable Gifting
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HALBERT HARGROVE
(800) 435-3505
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Get Started
About Us
LifePhase Investing®
Build & Grow
Distribute & Deploy
Transition
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.
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Kelly Family
High earners and big savers who are transitioning toward retirement.
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Tsan Family
Retirees in their early 60s with funding goals for travel and their kids.
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Meredith
Recently divorced, in her 70s, and looking forward to a solo retirement.
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