Hall Tax & Planning Services
Roger has devoted more than 30 years to helping people manage financial risks and plan for a more comfortable and satisfying retirement.
When the decision was made to establish Retirement Planning Solutions, Roger’s goal was to act in the best interest of his clients and offer solutions from a variety of carriers to suit their specific needs rather than be limited to a specific company or product. As the business continued to grow, clients began asking for legal documents to be reviewed, tax returns prepared, and assistance with their investments and managed money portfolios.
In 2008, Hall Tax & Planning Services was born. Roger is now able to provide clients with the resources of professionals in many facets of the financial realm, such as: attorneys, accountants, financial/investment advisors, estate planners, etc. His objective is for his clients to have the advantage of having a team of retirement professionals on the same page and striving to reach common goals.
Roger strives to promote a family oriented firm operating in a friendly and relaxed atmosphere. He believes his office should feel like home to clients and staff, and not simply a place of business.
Hall Asset Management Group
In January of 2013, Roger opened his Registered Investment Advisory firm, Hall Asset Management Group, Inc. In doing so, he is able to offer his clients the opportunity to invest with professional money managers rather than dealing with a broker-dealer. Roger has a true fiduciary responsibility to each and every client he works with, his goal is to make recommendations with his clients’ best interests in mind.
Roger has enjoyed working with financial, healthcare and tax planning institutions since 1984. His primary focus through the years has been to help retirees and pre-retirees in preserving their lifestyle and providing a legacy. He has worked with thousands of clients and conducted retirement planning workshops across the state of South Carolina.
Roger was raised in Lexington and has resided in the area for over 53 years. He married his lovely wife Vickie in 1983 and they have been blessed with two beautiful children. Today, Roger and Vickie are also proud grandparents of two wonderful grandchildren.
Roger finds it a privilege and a pleasure to work with seniors and assist them in assuring a stable financial future through tax, retirement, and income planning strategies.