Helping you define retirement the way you want it to be.
We recognize that the abundance of information surrounding retirement can be overwhelming. By employing our advanced analytical strategies, we explore every option and data point to ensure you gain confidence in managing your retirement funds. Our goal is to simplify the process while providing thorough insights to guide you effectively.
You spoke, We listened…
- Ensuring my money lasts throughout my lifetime.
- Protecting a percentage of my assets from market losses.
- Wealth Management through risk mitigation.
- Creating a tax-efficient stream of income.
We assist you in addressing your most pressing questions about your retirement such as:
- Will my money last throughout my lifetime?
- Is my portfolio performing up to my expectations?
- Am I overly invested in the stock market?
- Where will my income come from when I stop working?
- How can I maximize my social security benefits?
- How will my income affect my Medicare IRMAA?
- Am I minimizing my tax obligations?
By taking advantage of our complimentary retirement and portfolio analysis you will achieve a clearer and more comprehensive understanding of your financial situation.
Our HFG FIVE STEP PROCESS is designed to guide you toward a secure and confident retirement.
- We understand that your retirement is driven by a clear sense of PURPOSE and a defined TIMELINE.
- Having a comprehensive grasp of how and when your retirement assets will be utilized is essential prior to making significant financial choices.
- Our HFG FIVE STEP PROCESS is designed specifically to clarify your retirement landscape and empower you with the knowledge you need to make informed choices.
STEP 1: DISCOVERY
We get to know you. You get to know and learn more about us.
STEP 2: ANALYSIS
We do our homework and prepare all your relevant reports.
STEP 3: DISCLOSURE
We go through your analysis reports during a detailed, in-depth meeting, so you can make informed decisions.
STEP 4: ACTION PLAN
We work together to fine-tune a plan that meets your needs.
STEP 5: REVIEW
We are with you every step of the way, making necessary adjustments as your needs change.
IRA / Roth IRA / 401k Rollovers
Utilizing our investment analysis report helps you understand what you own, what your cost is, and what your return is after your fees.
Investment Advisory Services
The independent fee-based relationship allows you to rest assured there are no conflicts created by commissions and no product bias.
Retirement Income Strategies
When it’s time to turn retirement savings into retirement income, we have the strategies that help you make the transition.
Social Security Strategies
By utilizing our social security analysis, you can see how claiming earlier or later affects your benefits. Also, your benefit may be taxable.
401k Advisory Services
Take the guesswork out of picking the funds in your 401k. Learn why Target Date Funds are not advantageous. Professional management for your current employer 401k.
Power of Attorney
This is one of the most overlooked documents by financial advisors that could cause nightmares for you and your family.
Medical Power of Attorney
This document is coordinated with the POA. You designate someone to handle your medical decisions.
Medicare Planning
Explore your medicare coverage options that make sense for you. No obligations. Just solutions.
SCHEDULE MY FREE PORTFOLIO ANALYSIS
Phone
610-500-5000
908-722-4008
Address
101 Larry Holmes Drive
Suite 312
Easton, PA 18042
Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Our Form ADV Part 2A firm disclosure document, and our Form ADV Part 2B is available for your review. Will you please call or email to request a copy. This document contains detailed information about Hawk Financial Group, Royal Fund Management, and the services provided.
SEC required Form CRS.
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