We’ll talk to you about your needs and look over your current situation to determine next steps.
We tailor our recommendations to your needs.
We won't do anything without your approval.
82% of seniors are confused about medicare supplements and medicare plans.
Source: MarketWire
For over 15 years, Hail Financial Group has assisted clients in the areas of wealth preservation and distribution, retirement and estate planning, financial risk and tax reduction, asset protection, and guaranteed retirement income.
Our team’s experience includes much more than just years spent in the industry. It’s the culmination of knowledge, insight, experience, and wisdom gained from commitment and devotion to our clients.
The Hail husband-and-wife team is experienced in issues related to finances, taxes, insurance and legacy planning. Together, Aaron and Julie create financial and retirement plans and implement them, often teaming up with outside experts, such as attorneys, accountants and money managers with specialized expertise and access to desirable funds and investments.
Our years of training, certifications, degrees, experience and skills allow us to provide you with a wealth of knowledge regarding your finances. We bring financial planning principles and tax perspectives together in one cohesive approach to retirement planning.
Our goal is to exceed your expectations at all times, honoring you with unparalleled customer service. When you choose our financial planning services, you benefit from comprehensive advice from highly-qualified partners with experience in addressing the financial needs you’ll face prior to and during retirement.
As an independent financial planning firm, we focus solely on the needs and interests of our clients. While some financial firms recommend investment products manufactured by their parent organizations, we have no such ties.
Our self-sufficiency is vital to delivering nonpartisan, unbiased recommendations. Because of our independence, we are able to provide our clients with objective financial advice. And our financial plans are not only product agnostic, they are in-depth, extending through tax-efficient retirement distributions.
During our initial discovery meeting we will get to know one another. We focus on your needs, what you want your investment capital to do for you and what your specific retirement dreams look like.
The primary objective of this stage is to develop an effective, long-term investment strategy custom tailored to you. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly-skilled staff, we strive to make this process quick and easy for you.
We monitor our clients’ accounts on a regular basis to ensure they are performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
Aaron received his BBA from Baylor University in Waco, Texas. He holds the prestigious Certified Financial Planner™, or CFP®, designation. He is also an Investment Advisor Representative and a licensed insurance agent for life, accident and health, and property and casualty. Aaron entered the financial services industry in 1999. After working for one of the largest Registered Investment Advisory firms in the country that managed billions of dollars in assets under management, he decided to create a truly unique planning firm that focuses on working through all of the complex issues that his clients face.
Aaron’s training and experience have helped him gain extensive knowledge in wealth preservation and distribution, retirement planning, financial risk reduction, tax reduction strategies and protection of assets from catastrophic illness. His primary goal is to help provide a safe and effective solution for his clients, allowing them to protect and preserve their estates while still seeking competitive returns on their investments. He accomplishes this through a blend of financial services that are tailored to each client’s specific financial needs and circumstances.
Julie graduated cum laude from Southern Methodist University with a BBA and MSA in accounting. She also holds a Certified Public Accountant (CPA) designation, which she earned by successfully passing the Uniform Certified Public Accountant Examination, completing the required education and work experience, and fulfilling continuing professional education requirements. Prior to the creation of Hail Financial Group with her husband, Aaron, she spent the majority of her professional career holding accounting and financial analyst roles at a large public corporation.
Though her prior experience has been focused in the corporate world, she has a passion for helping individuals find financial peace of mind. She believes it is essential to present every client with a comprehensive financial strategy designed to accomplish their specific goals based on their circumstances and tolerances. Julie is a native Arizonan who resides in Scottsdale with her husband and two energetic daughters. She enjoys spending time with family and friends, cooking and watching movies.
Kimberly graduated cum laude from the University of Rochester (New York) with her Bachelor of Arts in English literature, and a minor in classical civilizations. She is a lifelong member of the Golden Key International Honor Society, as well as Phi Theta Kappa Honor Society. She is a happy life-long learner, embracing new fields of study and continued education.
Kimberly recently relocated to Arizona, from Western New York state (Great Lakes region), joyfully meeting her life’s dream to live, work and play in sunny Arizona.
She brings her warm enthusiasm and strong work ethic to Hail Financial Group, where she loves working with people and assisting clients with their needs and questions.
Kimberly resides in Cave Creek, with her daughter Melody. She enjoys hikes in the desert, watching Arizona sunsets, amateur astronomy, live local musicians, and painting scenes of the beautiful Sonoran Desert.
