Hail Financial Group, LLC
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About this Advisor
Aaron Hail is a certified financial planner (CFP) and a retirement income certified planner (RICP). Currently, Hail is the CEO of Hail Financial Group, LLC, located in Scottsdale, Arizona. He co-owns the firm with his wife, Julie Hail, a certified public accountant (CPA) who serves as the firm’s president. Hail went to Baylor University and holds a bachelor’s degree in business administration. He is a member of the National Ethics Association and the Financial Planning Association.
Hail started his career in 1999 at Fidelity Investments. In the ensuing years, he watched the market fall 48% due to the bear market and tech bubble. He realized then that most Wall Street firms and financial advisors don’t have a plan in place when markets correct. Hail saw thousands of investors who were crushed by the Great Recession in 2008 and lost 25% to 50% of their life savings in a matter of months. Thus, Hail’s firm, Hail Financial Group, doesn’t subscribe to a buy and hold philosophy. He says he believes that retirees need tactical money management to sidestep large drawdowns. The most common mistake he sees investors make is not having an exit strategy when the market corrects. He says he manages risk in client portfolios by shifting away from asset classes when necessary.
Hail offers retirement planning, specializing in serving both retirees and pre-retirees. He requires his clients to have at least $100,000 in investable assets to open or maintain an account. He charges clients 1% of their assets under management. He serves clients in both Scottsdale and Phoenix. Hail communicates with clients through his weekly blog posts and on an annual basis by appointment. A fee-based advisor, Hail is also a licensed insurance agent.
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
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Investment Advisory Services
- Retirement Planning
Aaron Hail Work History
Aaron has 18 years of experience.
Hail Financial Group
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North American Life Plans, LLC
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The Lead Agency
Aaron has no disclosures.
Please visit his SEC profile for more details.