THERE'S A NOTION THAT WEALTH IS A DESTINATION. TRUTH IS, IT'S THE START OF A JOURNEY ALL ITS OWN.
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THERE’S A NOTION THAT WEALTH IS A DESTINATION. TRUTH IS, IT’S THE START OF A JOURNEY ALL ITS OWN.
You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, financial wealth demands knowledge and attention to detail. At Carrie Hall and Associates Financial & Insurance Services, we offer you a vast depth of experience and insight to help you navigate your journey. Because the last thing financial independence should mean is going it alone.
TO REACH THE SUMMIT IS TO SEE
THE OTHER MOUNTAINS THAT AWAIT.
Certainly, high net worth individuals face many complex
questions about how to optimize their financial wealth and
ensure the security of their families’ futures. Through Carrie
Hall’s affiliation with The Nautilus Group®, we have access to an
unmatched base of knowledge and experience. Together, we can
work with you one-on-one to answer your questions and tailor
solutions to fit your needs.
Preserving and growing your financial wealth requires sound
counsel and expertise in a number of areas, and Carrie Hall
and Associates can offer you and your family a broad range of
services.
“The mint makes it first, it is up to you to make it last”
– E VA N E S A R
Ser v ices
FA M I LY P R OT E C T I O N E X EC U T I V E B E N E F I TS
We help you identify financial strategies and Most businesses are successful due in large
retirement income plans that can help you part to talented executives. At Carrie Hall and
accumulate assets for the future, shield your Associates, we can suggest a variety of benefit
business and personal assets from liabilities, packages to help you retain key employees and
and safeguard asset transfer to children and attract new ones.
grandchildren.
PHIL ANTHROPY
E S TAT E A N D L E G A C Y P L A N N I N G We can help you design and execute a charitable
Through collaboration with you and your other giving plan that can meet your personal and
advisors, we can assess the impact of state and philanthropic goals while minimizing your tax
federal taxes on your estate and suggest strategies burden.
designed to minimize those taxes, while meeting
your personal philosophies and family needs.
W E A LT H M A N AG E M E N T
Carrie Hall and Associates designs and
BUSINESS SUCCESSION AND EXIT implements a variety of accumulation and
PLANNING retirement income plans, offering insurance
Your life’s work is often one of your most valuable products, investment programs ranging from
assets. We’ll help you find ways to protect that separately managed portfolios of stocks and
asset and ensure its viability well into the future. bonds to mutual funds, and access to third-
party wealth management programs. We offer
a consistent process to ensure management
of investment assets according to your risk
tolerances and investment goals. We then
monitor your plan on a continual basis, and adjust
and evolve as your needs change.
“If money is your hope for independence, you will never have it.
The only security a man will have in this world is a reserve of
knowledge, experience, and ability.”
– HENRY FORD
IT’S NO ACCIDENT THAT MANY HIGH NET
WORTH PEOPLE ARE VERY FAMILY ORIENTED.
MAXIMIZING YOUR FAMILY’S FINANCIAL WEALTH
DOESN’T HAPPEN BY ACCIDENT EITHER.
Below is our process for a guided and collaborative relationship.
Together, we’ll come to an understanding of your current financial
state, chart a course of action to protect you from financial dangers,
help achieve your financial goals, and monitor your goals to ensure
they stay on track. We help you make the best use of your financial
resources, freeing up your time to enjoy what matters most in life.
O ur Consultati v e P rocess
FOLLOW
ASP I RE PRO JEC T CUSTOMI Z E AC T I MP LEME NT
T H ROUG H
ASPIRE AC T
We meet to explore and establish your Your customized solutions are presented,
financial goals and personal values. A and you decide your financial course of
compatibility determination is made action.
between these goals and our services
IMPLEMENT
P ROJ ECT Facilitated by our team, your financial
Working together, we determine your course of action is implemented.
current financial state and project a course
to your financial and protection goals. FO L LO W T H R O U G H
We routinely meet to track the progress
C U S TO M I Z E of your financial and protection goals.
Collaborating with a team of carefully As your needs shift, we re-evaluate your
selected experts, solutions are customized customized solutions and adjust when
to fit your goals. necessary.
A FRIEND IS A PERSON WHO WILL TELL
YOU WHAT YOU WANT TO HEAR.
AN ALLY IS A PERSON WHO
WILL TELL YOU WHAT YOU NEED TO HEAR.
When you work with Carrie Hall and Associates, you know you
have a trusted ally who is here to meet with you personally and
get to know you and your goals. At the same time, Carrie Hall is
affiliated with nationally recognized and respected specialists.
Through this unique relationship you will have access to world-
class resources needed to address even the most complex financial
needs, so that you can depend on outstanding support and
experienced guidance.
Resources
T H E N AU T I LU S G RO U P ®
Proprietary resource of world-class advanced market professionals.
E A G L E S T R AT E G I E S L LC
Fee-based financial planning, investment advisory services, and access to investment
management programs.
N E W YO R K L I F E I N S U R A N C E C O M PA N Y
Life insurance, long-term care insurance, retirement planning, and investments.
N Y L I F E S E C U R I T I E S , L LC
Registered broker-dealer..
A S H B RO K E R AG E
Life insurance, long-term care insurance, disability insurance and annuities..
O ur Mission
“Building Relationships Through Trust and Knowledge”
We provide you with estate and business planning and tax minimization strategies. We help you
determine objectives for business and estate planning and then work with you and your advisors to take
action and complete the plan. We are the catalyst in the planning process.
We are committed to developing a strong, long-term relationship with you, your family, your businesses
and advisors, by providing the best possible service and products. We provide this service with the
highest level of integrity.
We are committed to our families, employees and community. We maintain balance between our practice
and our family life. We provide opportunities for our employees to grow in their career. We are active in
the community and use our resources to help others.O ur Team C A R R I E L . H A L L , C LU ® , C F P ® Carrie has been helping her clients in financial, business and estate planning since 1985, and has been affiliated with New York Life as an agent since 1988. Carrie is a Nautilus Plus Member and was elected to serve on the Board of Directors of The Nautilus Group® for four years beginning in 2018. The Nautilus Group® is an exclusive, advanced planning resource for estate conservation and business continuation strategies. The Nautilus Group® is a service of New York Life Insurance Company, and Nautilus Plus membership is limited to 20 of the company’s more than 12,000 agents. Carrie is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, an Eagle Plus Member which is an elite group of 30 advisers, and a Registered Representative with NYLIFE Securities LLC. Through her hard work with New York Life, Carrie is a qualifying member of the Million Dollar Round Table (MDRT)^ and has achieved memberships to New York Life’s Chairman’s Council for over 25 years (2020, most recently). Carrie graduated from Arizona State University with a bachelor’s degree, cum laude, in finance with an emphasis in accounting. She has earned the Chartered Life Underwriter (CLU®) and Certified Financial Planner® (CFP®) designations from the American College. Carrie is actively involved in the community through her work on operating and foundation boards for several organizations and memberships including Valley Estate Planners, Advanced Life Underwriters Association (AALU), The Brophy Foundation, Barrow Neurological Institute Women’s Board, Arizona Women’s Board Supporting Kidney Health, Arizona Community Foundation Professional Advisory Board, Arizona Children’s Association and the Xavier Board of Trustees. She is also a member of the board of directors for New York Life Agent Reinsurance Company (NYLARC). She periodically gives her time to speak at events through her affiliation with The Nautilus Group®, Eagle Strategies and NAIFA (The National Association of Insurance and Financial Advisors). Carrie is married to Brian and they have two children, Max and Windsor. CONTACT: chall@challandassociates.com 480-840-2039, option 2
CHAD TUCKER Chad serves clients by developing integrated financial plans that focus on five key planning areas, PROTECTION, RETIREMENT, INVESTMENT, ESTATE and CHARITABLE GIVING. Utilizing a thorough process, he enjoys helping business owners navigate the unique planning needs of their ongoing business with an eye towards succession planning on the horizon. Trusted guidance and comprehensive solutions are cornerstones of his practice. Chad is a graduate of the New York Life Advanced Planning Group’s Coaching Series, a client-centered planning process with the goal of helping successful clients crystallize their objectives and design suitable solutions. A key goal is to not just design plans, but to execute them with precision to help clients achieve their goals. Prior to starting his career in financial services, Chad earned his Bachelor’s (BBA) Degree in Finance from the University of Oklahoma in 1993. He went onto become an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with New York Life Securities LLC. He holds his Series 6, 7, 63 and 65 securities licenses. He and his wife, Colleen, got married in 2005 and have two elementary school children, Ella and Jack. The Tuckers are enthusiastically involved in their children’s school and are active members at their church. CONTACT: ctucker@challandassociates.com 480-840-2039
CYNDI CONIAM Cyndi is the Chief Operating Officer for the firm. She has four decades of experience in the areas of process management, customer service, benefits, and insurance. Cyndi manages the scheduling, underwriting and service processes for the firm, as well as the business operations. She is married to Bill and they have two grown sons and three grandchildren. CONTACT: cyndi@challandassociates.com 480-840-2197 NATALIE READER Natalie is the Director of Underwriting for the firm. She has more than 20 years of administrative experience in the life insurance industry with a direct focus on client service and underwriting management. Natalie and her husband, Shawn, have two young daughters and have lived in the Valley of the Sun for the past 25 years.. CONTACT: natalie@challandassociates.com 480-840-2039 ELEANOR CHARLES As the Service Coordinator for the firm, Eleanor assists with scheduling, client management and insurance reviews. She received her Life and Health Insurance License in 2019. Eleanor is a native of Arizona and attended Arizona State University. She and her husband, Larry, live in Arcadia with their three young children.. CONTACT: eleanor@challandassociates.com 480-840-2039 JENNIFER McCLINTOCK As our Director of Planning for the firm, Jennifer provides invaluable support to our advisers. She is a graduate of Northern Arizona University with a bachelor’s degree in Business Administration, she uses her organizational, technological and administrative skills to help our planning process, insurance, and marketing efforts. Jennifer and her husband Nick spend their time between Arizona and Toronto, Canada with their young son Benjamin. CONTACT: jennifer@challandassociates.com 480-840-2039
MICHELLE LEATHERS Michelle is the Licensed Life and Health Insurance Service Manager. She has more than 35 years of experience in the areas of process management, customer service, and financial based needs. Michelle attended Scottsdale Community College for Business Administration. She enjoys time with her family and friends and is a native to Arizona. CONTACT: mleathers@challandassociates.com 480-840-2039 CRAIG CACHERIS Craig started with our firm in December 2020, and he supports our financial professionals as the Analyst for the firm, providing analysis and reviews of our processes and proposals, financial analysis and the monitors administrative projects. He received his bachelor’s degree with an emphasis in accounting from Trinity University in San Antonio, Texas and his master’s degree in accounting from Arizona State University. Craig is an Arizona native spending his free time enjoying the outdoors; hiking, kayaking, tennis and golf. He also enjoys building custom wood and metal furniture and art. CONTACT: craig@challandassociates.com 480-840-2039
WITH THE POSSIBLE EXCEPTION OF LINDBERGH,
MOST SUCCESSFUL JOURNEYS ARE NOT SOLO.
A course of action is nothing if it’s not properly executed.
That’s why we’re with you for the long haul. Once the right
strategy has been formulated for you, we can help you put it
into action. As your family grows, career changes, or retirement
nears, we’ll be available to help you adjust and adapt your plan
to the inevitable changes life presents.
We look forward to working with you in preparing for all the
challenges and rewards the future presents.
Carrie Hall California Insurance License #0B31329
Carrie Hall, CLU®, CFP®, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC,
A Licensed Insurance Agency, 6710 N. Scottsdale Rd, Suite 160, Scottsdale, AZ 85253, 480-840-2039. Affiliated as a Financial
Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is registered with the Securities and
Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life.Carrie Hall is a
Member of The Nautilus Group, a service of New York Life Insurance Company. Membership is limited exclusively to the Company’s
agents. New York Life, its agents, employees, and affiliates do not provide tax, legal, or accounting advice. Clients are urged to seek
the advice of their own professionals before implementing any planning strategies. Ash Brokerage is a privately owned family-
operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term
care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions
to suit their individual needs. Carrie Hall and Associates Financial & Insurance Services is not owned or operated by New York Life or
its affiliates ^MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life
insurance sales performance in the insurance and financial services industry.6710 N. Scottsdale Rd, Suite 160, Scottsdale, AZ 85253 www.CHallandAssociates.com • 480-840-2039
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