Connie Halwa Financial Service

Who we are

42 Financial is a team of experienced financial advisors dedicated to helping individuals and families achieve financial security and peace of mind. We believe in a collaborative approach to financial planning, working closely with each client to understand their unique goals, challenges, and aspirations.

What we do

We offer a comprehensive range of services to address your diverse financial needs, including:

Financial Planning

• Retirement planning and analysis
• Investment portfolio analysis and management
• Estate planning and wealth preservation
• Insurance analysis and selection
• Tax optimization and wealth accumulation strategies

Retirement Planning

We help you maximize your retirement savings, understand your options, and plan for a comfortable and secure retirement.

Investment Planning

We work with you to build a diversified and balanced investment portfolio tailored to your individual goals and risk tolerance.

Estate Planning

We guide you through the process of creating a comprehensive estate plan, including wills, trusts, and power of attorney.

Insurance Analysis

We review your existing insurance coverage to ensure adequate protection against potential risks.

Tax Optimization

We provide personalized tax planning strategies to minimize your tax burden and maximize your returns.

What sets us apart

• Client-centered approach: We prioritize open communication and collaboration, ensuring your needs and concerns are at the forefront of every interaction.
• Personalized plans: We tailor our strategies to your unique financial situation, goals, and aspirations.
• Customizable solutions: We explore a diverse range of options to find the best solutions for your unique needs.
• Transparent communication: We provide clear and concise explanations of your financial plan and progress updates at every stage.

Our values

At 42 Financial, we believe in:

• Integrity: We act with honesty and transparency in all our dealings.
• Professionalism: We uphold the highest ethical standards and maintain confidentiality.
• Client-centeredity: We prioritize your needs and concerns.
• Sustainability: We advocate for responsible financial planning that promotes long-term well-being.
• Empowerment: We guide you through the financial planning process and equip you with the knowledge and tools to make informed financial decisions.