Getting Started

To ensure you're receiving guidance that aligns with your goals and retirement plans, schedule an introduction call with one of our advisors. There is no obligation to become a client.

Step 1:

Complete a Brief Questionnaire

Tell us a little about yourself, your goals, and what you're hoping to achieve.

Step 2:

Schedule Your Call

Choose a convenient time for a 20-minute call. You'll get a confirmation email a quick note from your advisor within a day.

Step 3:

Meet your Halliday Advisor

We'll answer your questions and walk you through how planning and independent advice can support your goals. Your advisor will then recommend which service model is most appropriate based on your goals.

Our Service Models

Core Plan
Ideal for Teamsters who are early or mid-career and looking to establish a strong financial foundation.

Core+ Plan
It is designed for people looking for a full-service relationship, and is best suited for people considering retirement within the next three to five years.

FORMation Plan
Professional investment management combined with comprehensive financial planning.

Core Plan	Core+ Plan	FORMation
Written Financial plan for the Teamster and their spouse Union Benefit and Pension Guidance Savings and Retirement Planning Retirement Account Rebalancing advice Annual Review Meetings	Everything in the Core Plan + Ability to Model Financial and income plans Multi-year income and expense forecasting Coordination with Tax and Legal professionals Required Minimum Distribution (RMD) planning and IRMMA planning Comprehensive Life insurance review and recommendation based on current and future planning needs	Everything in Core & Core + Plan + Leadership role in managing and rebalancing portfolios Custom portfolio construction based on your goals and needs Active ability for Roth conversions and planning Comprehensive Reviews throughout the year

Not sure which fits?

Contact us, we'll match you to the right tier.

RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.

The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.

The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.

Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.