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About Aaron Hall
Expertise
I can answer questions regarding asset allocation, investment selection, investment managers, hedge funds, investment expenses, most common tax shelters, retirement accounts.
Experience
I have worked with MetLife Financial Services, Ameriprise Financial, and Merrill Lynch. I also manage millions in client assets, though I am not actively searching for more clients, and I do not accept commisions for financial products.
Organizations
Financial Management Association
Education/Credentials
I am in the process of attaining my Ph.D. in Finance with a support area of econometrics, and have a bachelors degree in Finance with a concentration in Real Estate from Florida State University.
Education
Florida State University, Tallahassee, FL
Ph.D. in Finance, pending
Florida State University, Tallahassee, FL
B.S. in Real Estate and Political Science, Spring 2002
Related Industry Experience
Merrill Lynch, Financial Advisor with Merrill Lynch, with $3,000,000 in assets on the books, $2,000,000 of which was fee based, where clients followed specific portfolio recommendations based on optimized portfolios tailored to risk tolerance and goals, 2006-2007
Independent, Financial Planner, continuing to work with select clients, 2005-2006
American Express Financial Advisors (Now Ameriprise Financial), Financial Advisor, Selling Financial Planning Relationships, 2004-2005
MetLife, Financial Services Representative, Selling Life Insurance and Annuities, 2003
Guernsey and Associates, Boutique Financial Planning Firm Internship, Selling Life Insurance and Fee-based Financial Plans, Fall 2002
Honors and Awards
College of Business Ph.D. Fellowship/Assistantship
College Teaching Fellowship Award
Full Undergraduate Academic Scholarship at FSU
National Merit Scholar Award
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You are here: Experts > People/Relationships > Retirement Planning > Retirement Planning > Early Retirement
Expert: Aaron Hall - 11/6/2009
Question
My sister is 63 and looking ahead to plan for an early retirement. She is not sure who to talk to and get information from regarding such a thing and I have no ideas on who to tell her to talk to. I am hoping you can point me in the right direction. Where should I go to talk to someone about this? Thank you in advance for your assistance!
Richard
Answer
If she is a do-it-yourselfer, she can read lots of books that discuss retirement income planning. Or if she isn't, she can find someone who has already done that work. There are designations that those people earn, the most well-known of which is the CFP. These people generally make money on commissionable financial products, though there are some that offer advice for a fee instead. Most recommend seeing the fee-only advisors, though there may be a lack of these types of advisors in your area. If you can't find any, it is perfectly reasonable to go to a financial advisor that comes highly recommended.
Myself, I don't take commissions, and I'd be happy to help her with more questions, but I'm not actively gathering clients at the moment.
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