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William Hall III
CEO, Founder

O: 800-523-0377

C: 704-689-9196


19720 Jetton Road, 3rd Floor 

Cornelius, NC 28031

Ryan Herche
Managing Director 

O: 916-674-2164

C: 916-281-5088


1321 Upland Drive, Suite 3486

Houston, TX 77043


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Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.