About My Practice
Bob has served retirees and federal employees since 1995.
Offering Advice Since
Areas of Specialty
Free FERS analysis
Free TSP allocation analysis
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Licensed in over 30 states.
Security Licenses: Series 65
Other Licenses, Certifications, Designations: Federation of Federal Benefit Advocates
Education: B.S. in Finance. Arizona State
Investment Advisor Registration:
Associations & Affiliations:
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) a Registered Investment Advisor. Hall Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.