A Firm Centered on Our Clients'
Wealth Management Needs.

Learn More

Bird 1

Our Mission

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...

Read More

Silhouette of business partners shaking hands

Our Team

Here at Carrie Hall & Associates, we are committed to developing strong, long-term relationships with clients, their families, businesses and advisors, providing the best possible service and products to them. We are committed to our families, employees and community, and maintain balance between our practice and our family life. We provide opportunities for our employees to grow in their career, and we are active in the community and use our resources to help others. Click the arrows to the left to see our team and how to contact them.

Learn More

Our Process

We understand the things that are important to you, and our relationship with you and the process for securing your family’s future begins with that. We first meet with you to gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situation. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

Learn More

The Nautilus Group®

Through Carrie’s membership with the Nautilus Group, a service of New York Life, she works hand in hand with the in-house team of specialists in tax, law, life insurance, accounting and charitable giving. Her planning process allows our local team to get to know you and your dreams; for family, business and community legacy. Then, Carrie works with our professional team of over 30 support staff based in Dallas, Texas and your local advisors to design a customized plan that meets your objectives.

Play Video

Newsletters

  • A Roadmap for Your Family

    A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,359.23 -0.24
Nasdaq Composite 6,422.69 -0.52

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.