General Info

Hal McNaughton is a Certified Financial Planner (CFP). Other earned licensing and credentials include: Series 7, Series 63, Series 65 Securities Licenses, and Life Insurance License all within California, Arizona, and Texas. Hal has been in this profession for over 25 years and comes well-equipped with experience. He can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement Planning, Securities, Life Insurance, Long-term Care Insurance and Social Security Benefits. We strive to be easy to contact, make timely adjustments, and continually develop your own financial literacy.