Financial Planning For Educators
We specialize in providing financial planning and investment management solutions for educators and their families.
Transparent Fees
No hidden fees here! our fee model makes understanding what you pay (and why) easy.
Comprehensive Financial Planning
Financial planning should take all aspects of your financial life into account. We focus on financial planning and investment management to help you maximize your wealth.
CFP Professionals & Fiduciary
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER designation.
Paul Mohammadi
Financial Planner
Paul Mohammadi
Financial Advisor
Helping Educators Meet Their Goals
For 40+ Years
Halliday Financial is an independent, full service, comprehensive financial planning and investment advisory firm that has been supporting the educators community since 1982. It is our goal to help you be well educated about your options and help you make smart decisions with your finances.
- No allegiances to wirehouses, banks, investment providers or record keepers
- Our advice is our only product
- Your objectives become our goals
- We stay motivated, productive and disciplined
Our Services
What We Offer
Since 1982 Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse objectives of our clients.
Investment Management
We can help you enjoy the long-term benefits of broad diversification, tax-efficient and low-cost investing
Financial Planning
We utilize a goals-based approach to planning - a proactive process that will help you and your family build wealth on a solid financial foundation.
403(B) Consulting
As an educator, you may not be able to depend on a future pension to fully cover your retirement expenses, so establishing and contributing to a 403(b) plan is very important.
Tax Planning
We implement dynamic and tax-efficient portfolios according to your goals.
Estate Planning
No matter your net worth, you need estate planning. We work with experienced estate attorneys to create suitable plans for our clients.
40+
Years of Experience
About Us
Who We Are
At Halliday Financial, it is our mission to help our clients solve problems, specifically a range of financial problems. At Halliday Financial, we use a full spectrum of financial services to navigate every major obstacle in our clients’ financial lives. Because we are an independent financial services firm, we have no proprietary products to push. Our role is to help clients make smart decisions about their money. We understand that each client has unique needs and provide personalized solutions based on their goals, objectives and concerns.