Halas Consulting and Venn Wealth & Benefit Services, LLC are non-affiliated entities Halas Consulting’s primary focus is financial advice from a tax planning perspective, and tax preparation and planning. Founder Christian Halas, has been a financial professional for over 10 years, and a tax professional for 7 years, through a variety of market conditions, and favorable and unfavorable changes in
the tax laws. We believe that gives us a unique perspective on both sides of the coin. While there are many fine tax professionals and investment and financial professionals in business today, very few are able to “work both sides of the aisle” at the same time in order to make clients money, and allow them to keep more of it. Changes in the economic direction those in Washington D.C. are taking us, will warrant different strategies and tactics than those that were effective for the better part of the past 20 or so years. Taxes, in all of their forms (income, property, sales, etc.), already most people’s biggest expense, are increasing. Investment returns have been volatile. Going forward in both the investment and tax areas will be an interesting and different journey. Let Halas Consulting be your partner on this journey. In order to do our very best work, we have many fine strategic partners that help us to focus on our tax based financial advice business. First and foremost is Venn Wealth and Benefits LLC Investment advisory services are offered through Venn Wealth & Benefit Services, LLC, a Pennsylvania Registered Investment Advisor. Halas Consulting and Venn Wealth & Benefit Services, LLC are non-affiliated entities, though owner Christian Halas is an Investment Advisory Representative with Venn Wealth & Benefit Services for his investment Advisory Business
Crump Life Insurance www.crumplifeinsurance.com are our “go to guys and gals” on the life, long term care, and disability insurance part of the business. With their team of insurance professionals along with their many years as the largest wholesaler in the business (formerly as Bisys), there is no insurance situation that is too difficult to find a solution for
Triangle Benefit Services (www.trianglebenefitservices) are our experts on the health insurance, payroll and a portion of our home, auto, and business insurance. There isn’t very much that happens with the new Affordable Care Act (a.k.a. Obamacare) that the folks at Triangle don’t know about not too long after it happens. New to our team is the Hurst-Weiss Agency, owner Mike Konopelski now runs the agency that has been in place since 1915, his knowledge of the business liability and workers compensation side of the insurance markets has provided us with solutions to problems that we’ve had to pass on in the recent past. Finally, Maniet Financial Services Network, besides being our office mates, are where we go for access to the many lucrative opportunities in the Direct Participation Program market such as oil and gas drilling and real estate direct investment, and for those who prefer to do their investing on a transactional basis as opposed to a fee basis. If Halas Consulting or its strategic partners can be of service to you, let us know via message, email at [email protected] , or phone (412) 685-4285.