HallmarkConsulting.com

Specialists in Retirement Planning and Income Distribution Strategies


Welcome to Hallmark!  My name is Don Hartmann and I am the co-founder and president of Hallmark Consulting Group. I am delighted that you have chosen to visit our web site and I hope you will find it both informative and functional. 

We have designed our site to provide the answers and tools you need to plan a financially secure retirement, including more than 20 financial calculators that can help you determine the cost of every aspect of a successful retirement.  In addition, you will have the opportunity to fully explore our services, qualifications of our staff, retirement planning workshops, charitable planning opportunities, client events and our unique relationship with World Vision. 

You can also get a good idea of how we communicate and interact with our clients throughout the year by reviewing the latest issues of Retirement Coach News, the monthly newsletter that garners rave reviews from our clients, by clicking on the special links found on the bottom of this page.

 

The Benefits of Having a Retirement Coach

According to a recent survey, 85% of retirees had someone else manage all of their retirement plan benefits throughout their working career, only to have this awesome responsibility thrust upon them the day they retired and their pension plan was distributed to them in the form of a Rollover Individual Retirement Account (IRA).


While there are many brokers or financial planners who would love to help you invest your retirement nest egg, we believe retirement planning involves a great deal more than simply investing your money in a few good stocks, bonds or mutual funds. 


Today, more than ever, retirees can benefit greatly from the assistance of a financial advisor who will work closely with them to develop a retirement portfolio that is properly diversified in an effort to mitigate market volatility and produce consistent income distributions; with the goal of preserving their assets for as long as they live. 

 


Please click on the following links to see our monthly newsletter

January/February 2009                            April 2009
June 2009

November/December 2008                    September/October 2008
July/August 2008                                      June 2008
April 2008                                                  March 2008
February 2008

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →