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Background and Qualifications
Randall P. Hallier CFP®
Randy Hallier has been in the financial planning investment business for over 20 years.
A CERTIFIED FINANCIAL PLANNER™ professional Randy maintains a rigourous schedule of continuing education to maintain his certification through the CFP Board of Standards.
He completed his financial planning education through the University of Missouri in Kansas City.
After passing the rigorous 2-Day certification examination and proving that he had met the CFP Board’s specific experience requirements, Randy received the right to use the CFP marks of distinction.
Randy ascribes to the CFP Board’s Code of Ethics and Professional Responsibility. This voluntary decision empowers the CFP Board to take action if a CFP® professional should violate the code of ethics. Such violations could lead to disciplinary action, including the permanent revocation of the right to use the CFP marks.
Randy’s passion for helping people make smarter financial decisions is rooted in his own personal experience. His father died when he was three years old, leaving the family with no financial plan and very limited resources. Randy still has the image of his mother sobbing before the empty refrigerator and remembers feeling as helpless and scared as she did.
Randy was determined to help people avoid needless financial stress and potential calamity. He chose to study education in college and committed himself to educating the public and assisting families in both realizing their financial dreams and protecting their loved ones.
After majoring in education the University of Kansas , Randy decided to explore a possible career in Emergency Medicine. After a short time working at KU Medical Center, Randy returned to his true passion, educating people and helping them make better money-related decisions.
After working in brokerage firms from 1979 – 1987, Randy determined that there was a better way to serve clients.
In 1988, he formed his own, independent financial planning and investment management firm, Retirement Plus, Inc.
The firm offers individual, comprehensive financial planning services, including active asset management for clients. The firm takes a highly personalized approach; all plans are individually created and maintained.
The firm’s investment style is tactical asset management. They attempt to leverage short-term market inefficiencies to improve total return.
Randy has been quoted in the Kansas City Star, College Boulevard News and Sun Publications. He has also been a guest and/or panelist on the public radio’s Walt Bodine and Peter Newman “ Money Talk” shows.
He was appointed to the advisory councils at both American Skandia and Oppenheimer Funds and has served as a mentor for other professionals through Kansas City Life and other organizations.
A skilled presenter and public speaker, Randy has conducted continuing education courses for the states of Kansas and Missouri . He also serves as a guest speaker for several non-profit organizations, a recent one being the Federally Employed Women’s Organization, and is widely known throughout the region for leading an attach against financial literacy through a related company called Financial Workshops LLC .
He holds the following NASD Securities Licenses: Series 6, 7, 63 and 65.
Randy is a member of the Financial Planning Association™, the largest organization of professionals dedicated to championing the financial planning process. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® professional.
Retirement Plus, Inc. is an SEC Registered Investment Advisory and financial planning firm. Currently, the firm is licensed to serve clients in the following states: Missouri , Kansas , Arkansas , California , Colorado , Florida , Illinois , Maryland , New York , Ohio , Virginia , West Virginia , and Washington D.C.
Securities are offered through Randall Hallier, a Registered Representative of Waterstone Financial Group, Inc., Member NASD-SIPC. Retirement Plus, Inc. and Waterstone Financial Group, Inc. are independently owned and operated.
Randy Hallier is recognized in financial circles as an expert on issues related to compensation, benefits and retirement programs for both corporate and federal employees. Special online services and live financial workshops are offered for Federal Employees.
Comprehensive education in all areas of personal finance, including how to maximize your 401(k), Employee Benefits and/or Thrift Savings Plan, is offered through sister company Financial Workshops, LLC.
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Our mission is to help you reduce your financial dangers, focus on your opportunities, and then provide a clear path to help you achieve your goals. We do this by building upon your strengths, employing our professional acumen, and then taking steps to increase the certainty that the job gets done right and on time.
Peace of mind and a sense of surety are the most essential part of what we deliver through the financial planning and asset management process.
Whether you are independently wealthy and in need of professional wealth management, working hard to accumulate assets and build for a secure financial future, or just starting out on your financial journey, Retirement Plus, Inc. can provide the professional help and guidance you need throughout all the ages and stages of your life.
~ Randy Hallier, CFP®
President, Retirement Plus, Inc
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