Retire. Securely. Confidently. Happily.

Hawk Financial Group
“Your
Total Adviser”

We Have An Obligation To Put Your Best Interest First!

We adhere to the highest standard of client care…Fiduciary Responsibility.

Don't Worry, Retire Happy!

Our 5 step process will help you determine if you are retirement ready and help put you at ease.

Start by Taking the First Step...Get a Complimentary Retirement and Portfolio Review.

Approaching retirement or already retired?
A full retirement review will show you how ready you are for retirement. No matter if you currently work with an advisor or not, with a retirement and portfolio analysis you will learn valuable information to see if you are paying to much in fees contributing to low returns.

OURHFG5″ FIVE STEP PROCESS HELPS SET THE COURSE FOR YOUR SECURE RETIREMENT

We believe your retirement has a PURPOSE, and a TIMELINE. When and how your retirement assets will be used should be understood before making important financial decisions.

Our HFG5 FIVE STEP PROCESS does just that…helps you understand your retirement situation.

DISCOVERY

We get to know you. You get to know and learn more about us.

ANALYSIS

We do our homework and prepare all your relevant reports.

DISCLOSURE

An in-depth meeting as we go through your analysis reports so you can make informed decisions.

ACTION PLAN

We work together to fine-tune a plan that meets your needs.

REVIEW

We are with you every step of the way, making necessary adjustments as your needs change.

Schedule Your Complimentary Meeting Now

11 + 1 =

Medicare Planning

Explore your medicare coverage options that make sense for you. No obligations. Just solutions.

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.

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.

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.

© 2023 Hawk Financial Group All Rights Reserved