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Home > Financial Planner Directory > Washington > Port Angeles > James D. Hallett, CFP®,ChFC,CLU,AIFA
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James D. Hallett, CFP®,ChFC,CLU,AIFA

Hallett & Associates, P.S.

321 E First St
PO Box 3050
Port Angeles, WA 98362-3135
Phone: (360) 457-6000
Fax: (360) 457-6030

Toll-free: (888) 457-6006

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.