Phone consultation
and case design support


Advanced concept
illustration support

Educational webinars for financial professionals

Whitepapers, blog posts, ghostwriting, and other
technical copy creation

Review/edit of technical
copy developed by
financial professionals

guest speaker

Educational events for 
financial professionals and strategic alliances


  • Retirement income planning

  • IRA distribution planning

  • Social Security planning

  • ​​Annuity taxation and structure

  • IRS reporting

  • Legacy Planning

  • Employer sponsored retirement plans

  • Charitable giving

  • Estate and gift tax planning

  • Tax mitigation techniques

  • The use of trusts

HLS Retirement Consulting, LLC is an independent consulting firm and is not affiliated with any other company and does not endorse or recommend investment products. Consulting provided herein should not be construed as tax or legal advice. Your clients should always seek guidance from their tax or legal counsel prior to following a proposed course of action




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(770) 741-0998

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