What is it like to work with the Hafner Financial Group?
Times have changed. Planning a comfortable Retirement can be confusing and frustrating today. But if you work with the Hafner Financial Group, we make Retirement Planning Simple. We do this by educating and guiding you so you might have more confidence in the decisions you make as well as the viability of the plan we create together.
On this page, you will learn what kind of results to expect. You will also get a sense of our guiding beliefs, our approach and how we’re different than most other Financial Planning and Investment Advisory firms.
Results you can expect:
We will show you how to…
- Make Your Money Work for you: The stock market is a powerful force. We will show you how to harness its power for your benefit.
- Want to take More Vacations and Cruises? Some of our clients discover that they have more discretionary spending than they thought.
- Create Retirement Income: By working with us you will learn how to convert your Retirement Assets into an income stream you can rely on.
- Better Understanding of Taxes: We will work with you, and your tax advisor if needed, to make sure we do our best to help you manage your taxes so you don’t have any surprises.
- Overcome Market Volatility: Together we will create a Retirement plan that anticipates and prepares for market volatility. Together we will structure things in such a way that we build in liquidity in spite of market fluctuations.
- Fear of Outliving Assets: Together we will assess different scenarios until we find one that you believe will work well for you.
- Teach you how to make your investments work for you: Just as Tesla and Westinghouse were able to harness the power of Niagara Falls to create electrical power for millions of families, we will show you how to harness the power of the stock market for the benefit of you and your family.
- Our Retirement Plans are flexible so that when life happens and you need to make changes, we have the ability to change course and allow you to do what needs to be done.
What makes HFG unique?
CERTIFIED FINANCIAL FIDUCIARY ®
As a CERTIFIED FINANCIAL FIDUCIARY ®, Peter has agreed to uphold the highest moral, ethical, and fiduciary standards of service when providing advice to potential or existing clients.
RETIREMENT INCOME PLANNING
At the Hafner Financial Group, Retirement Income Planning is our primary focus. We continue our education and training every year so we can stay on top of the changing laws, taxes, and new ideas that will help our clients manage their income planning and taxes in retirement.
TAX PLANNING INTEGRATION
We pride ourselves on offering a holistic approach to financial planning by seamlessly integrating tax planning into our investment management and income planning services. This unique blend allows us to not only grow your wealth but also preserve it through strategic tax efficiency.
