THE RIGHT PEOPLE. THE RIGHT STRATEGIES. THE RIGHT PARTNER.
Halvorson Company helps small to mid-size businesses develop comprehensive employee benefits, life insurance, and retirement plans to help meet the company’s unique needs.
We understand that no two businesses have the same goals, and that one size never fits all. Since 1985, we’ve been working with companies just like yours to customize strategies accordingly.
Whether it’s in protecting an owner’s family with a life insurance product, helping with key employee retention ideas, developing a transition plan to help ensure the long-term viability of the business, structuring a benefits package that’s appropriate for your company, or any interconnected combination of all of those, we’ll research and explain the options in ways that make the complex understandable.
In the process, you’ll enjoy easy relationships with professionals who actually listen and care. You’ll hear ideas that address benefits and retirement from angles you may not have considered before. You’ll have all the easy-to-understand information you need to make informed decisions. Most importantly, you’ll get recommendations that are made with your interests in mind, not ours.
With Halvorson Company there’s ongoing service you can count on. Always.
Halvorson Company, Inc. is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. As an Owner-Firm, we have gained favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA & SIPC, Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice.
This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC. and Lion Street Advisors, LLC. respectively, may only conduct business with residents of the state and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.
This internet site may provide links to other sites for your convenience in locating related information and services. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products, or services these organizations provide. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this internet site or incorporated herein, and take no responsibility therefore. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not recommend or endorse these organizations or their products or services in any way.
Lion Street Financial, LLC. and Lion Street Advisors, LLC. are not affiliated with Halvorson Company, Inc.