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LifePhase Investing®
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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
Taxes
HH In The News
Did You Get a Tax Refund? 5 Smart Ideas on What to Do with It
HH Advisor Insights
Common Mistakes People Make on Taxes
HH Advisor Insights
Did you get a tax refund? 5 smart ideas on what to do with the money
Estate Planning
Understanding Estate Tax: Three Useful Concepts
HH Advisor Insights
What we’re doing right now to align portfolios in the current environment: Tax loss harvesting
HH In The News
Why You Need a Midyear Business Tax Checkup with Your CPA
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