Hallmark Consulting Group, Inc.

Hallmark Consulting Group, Inc. provides investment planning and assistance services to retirees, charitable trusts, and family foundations in the United States of America. It offers retirement planning services, including workshops, consulting, retirement goals analysis, risk tolerance profiling, preparation of investment policy statements, development and implementation of capital allocation model and income distribution strategy, and annual progressive reviews. The company also provides philanthropic estate planning services, which include workshops, consulting, analysis of current estate plans, design and implementation of new estate plans, compliance with laws and regulations, asset management and investment advisory services, and annual trust administration services. In addition, it offers trust administration services, including reviewing trust documents, calculating income tax deductions, preparing tax reports, and performing trust valuation; accounting and compliance services; and reporting and communication services. Hallmark Consulting Group, Inc. was incorporated in 1998 and is based in Centennial, Colorado.