ADVANCED TAX PLANNING

Expertise you won't find on Main Street

"FROM $40,000 TO $400,000 IN THE FIRST YEAR."

Working with Bill Hall and Cash Balance Advisors has completely changed my practice! Having owned my insurance and financial services practice since 2009, I had never produced more than 40k in life insurance premiums. “In my very first year working with Bill and his team, I closed 400K in premium financed life insurance and delivered more value to my clients than I could ever have imagined”

Kevin Fitzgerald

"FROM NO EXPERIENCE TO ROUGHLY 10 MILLION WORTH OF BUSINESS IN THE 1ST YEAR!"

To say that Bill Hall helped Bryan Philpott and Keith Kelly expand their business would be a gross understatement. In reality, Bill’s mentorship took them from a different industry to years of explosive growth. When Bryan first met Bill, he wasn’t even working in the wealth management industry. Under Bill's mentorship, he got his start and drastically grew his business in the first year.

​

Meet Bryan Philpott & Keith Kelly