Comprehensive financial planning
Coordinate cash flow, savings, investments, protection needs and major financial decisions into a coherent plan.
Services
Our Services
Explore the specific decisions AlignX helps you evaluate—from retirement income to business transitions.
Personal financial services
Retirement income planning
Estimate retirement spending, assess income sources and develop withdrawal approaches for different market conditions.
Investment management
Align portfolio allocation, diversification, liquidity and risk exposure with your objectives and time horizon.
Tax-efficient investing
Review account location, realized gains, withdrawals and tax-sensitive investment decisions with your tax professional.
Roth conversions and IRA strategies
Analyze potential conversion years, traditional and Roth account balances and the tax implications of retirement distributions.
Required minimum distributions
Plan for applicable distribution requirements, timing and coordination with other income sources.
Annuity review and analysis
Evaluate existing contract provisions, costs, surrender periods, income features and available alternatives.
Estate and legacy coordination
Review beneficiary designations, legacy goals and coordination with estate-planning attorneys.
Risk management and insurance planning
Identify coverage gaps and review protection needs alongside your broader financial plan.
Business Consulting Services
Business strategy and growth
Review operating performance, cash flow, growth opportunities, and practical priorities for the next stage of your business.
Business value assessment
Discuss financial performance and factors that may influence business value for internal planning; formal appraisals are not provided.
Succession and continuity planning
Explore leadership transitions, ownership continuity, and potential exit objectives in coordination with qualified professionals.
Business transition preparation
Organize operational and financial information and coordinate with appropriate legal, tax, or transaction professionals when considering a transition.
Business consulting services, if offered, are separate from investment advisory services offered through Brookstone Capital Management, LLC. Consulting does not include securities brokerage, capital raising, certified business appraisals, or legal or tax advice. The availability and scope of consulting services are subject to applicable requirements and firm approval.
Discuss your priorities with Eric K. Hall.
Request an introductory conversation to determine which services may be appropriate for your needs.
Request a consultation