Experienced, responsive, and tailored to your needs
At The Hafner Financial Group, we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals. Our goal is simple: We want to help you retire when you want with the income you need.
We work with a diverse group of clients, at varying income levels and with different needs. Whether you are looking for an investment advisor to manage your investment portfolio or a fee-only planner to help you create or revise your financial plan, we can offer the level of service that meets your needs.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.
Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.
Our Team
Professional, accountable, and committed to your success.
We realize that in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved through personalized service and responsiveness.
Meet our advisors and staff:
Peter Hafner
Peter@HafnerFinancial.com
CERTIFIED FINANCIAL PLANNER™ Professional and Certified Wealth Strategist®
Peter C. Hafner is owner and founder of the Hafner Financial Group, a full service financial planning firm with a focus on helping his clients prepare for retirement. His goal in creating the firm was to provide personalized, high quality financial services for a diverse group of clients at all income levels. The company’s mission is to “help you retire when you want with the income you need.”
Peter is a CERTIFIED FINANCIAL PLANNER™ Professional and has also been designated as a Certified Wealth Strategist® which recognizes those professionals who have completed a rigorous course of study of the issues surrounding effective wealth advising, in order to comprehensively address the wealth management needs of their clients.
Prior to opening his own firm, Peter was a financial consultant with A.G. Edwards & Sons (now Wachovia Securities), in Williamsville, NY. He received a designation in Financial Planning from the College for Financial Planning in Denver, Colorado, and received his undergraduate degree from the State University of New York at Buffalo. His undergraduate degree is in Political Science with a heavy concentration in History and Mathematics, which gives him a unique perspective on the financial markets and investing.
Peter specializes in financial management strategies that focus primarily on the unique needs of pre-retirees, active retirees and those about to begin Required Mandatory Distributions.
To reach Peter directly, call 716-650-4151, or toll free:877-409-7357 or email at Peter@HafnerFinancial.com
CA Insurance License No. 0G04046
Shawn Dailey
Shawn@HafnerFinancial.com
Investment Consultant
Shawn Dailey is an investment consultant with Hafner Financial Group, providing financial planning services for his clients. Shawn brings a wealth of experience and knowledge to the firm, having served as an investment advisor for over 16 years with Wachovia/Wells Fargo (formerly AG Edwards).
Shawn is a 1974 graduate of Canisius College of Business Management and a graduate of the College of Financial Planning in Denver, Colorado. He has been designated as a Retirement Planning Consultant through his studies at the College of Financial Planning and supplemental study at A.G. Edwards University. Shawn’s focus is on long-term wealth accumulation for his clients, and he is dedicated to each of his client’s financial success and achievement of their lifetime goals.
Katie Perry
Katie@HafnerFinancial.com
Registered Operations Manager
Katie Perry has been with Hafner Financial Group since its inception and serves as a registered operations manager with the firm. Katie works closely with Peter Hafner and Shawn Dailey to provide outstanding client service and support. As a registered operations manager, she is qualified to make trades with all types of corporate securities on behalf of the firm’s clients. Katie was formerly with AG Edwards as a financial associate, assisting six brokers, including Hafner and Dailey. She has over twelve years experience in the financial services industry.
