Retirement Income Planning for Indiana Families
Get a 15‑Minute Educational Review—no sales pressure, no obligation.
Educational review • No sales pitch • No obligation
Trusted by Indiana families for 41+ years
Get Your Free 15-Minute Educational Review
Educational guidance from licensed Indiana insurance professionals • No sales pressure
By submitting, you agree to our Privacy Policy.
What you can expect
- Clear snapshot of retirement income and risks
- Options to create predictable income you can’t outlive
- Tax‑aware withdrawal ordering basics
- Next steps tailored to your situation
How we work
- Educational first call (15 minutes)
- No sales pressure—ever
- Licensed insurance professionals in Indiana
- In‑person or virtual, your choice
Why California Families Trust Hale & Associates
Four decades of professional service, regulatory compliance, and client-focused retirement planning
BBB A+ Accredited
Better Business Bureau's highest rating for ethical business practices and customer service excellence
CA Licensed Specialists
All advisors are licensed in California and maintain continuing education requirements
41+ Years Experience
Helping California families navigate retirement planning since 1983
1000+ Families Served
Trusted by California professionals, retirees, and families for retirement income planning
Education-First Approach
No-pressure consultations focused on education and helping you make informed decisions
California Coverage
Serving clients throughout Northern, Southern, and Central California regions
Our Commitment to You
Values that guide our professional consultation services
Ready to Work with California's Trusted Retirement Specialists?
Experience the difference of working with licensed professionals who put education and your interests first.
Which Hale & Associates Services May Help You?
Answer a few questions to discover which of our professional services might be most helpful for your situation
Tell Us About Your Situation
Recommended Services for You
Answer the questions above to discover which services might help you
Based on your responses, we'll show relevant Hale & Associates services
Understanding Our Service Approach
Educational First
We teach concepts before discussing any specific products or strategies
Personalized Consultation
Every situation is unique and requires individual professional evaluation
No Pressure Environment
Take your time to learn and make informed decisions that are right for you
Ready to Explore Your Retirement Income Options?
Professional consultation services to help you evaluate annuity strategies that may help provide income during retirement. Individual results may vary.
Tell Us Your Vision—We'll Provide Educational Guidance
Share a few details below. Our team will send a brief summary and provide an educational review of options tailored to your goals, risk comfort, and family needs—with no sales pressure or obligation.