Wealth Preservation, Lifetime Income and Estate Conservation Strategies Gain from an Independent Perspective. Hallmark Financial is an independently owned financial consulting firm with more than 25 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased, objective approach to serving your investment needs. Whether you are a small business owner looking for strategies to minimize taxes and maximize growth, are contemplating retirement, or are working through a possible inheritance issue, Hallmark Financial has the wealth management experience to direct you toward reaching your objectives. Wealth Preservation, Lifetime Income and Estate Conservation Strategies are our special niches. We offer investment services through First Allied Securities, Inc., serving present and future retirees, as well as business owners and their employees. Our commitment is to always provide unbiased advice, an exceptional level of service, and diversified financial resources to serve your individual needs. That’s the benefit of an INDEPENDENT PERSPECTIVE.