We Work for YOU and NOT Wall Street!
Are You 55+ and Worried About:
-Taxes in Retirement
-Outliving your Money?
-Your Investments Won’t Keep Up?
-The Rising Costs of Medical Expenses?
-The Death of Your Spouse?
Have Changed Jobs Recently and Have Questions about What to Do With Your Previous Employers 401k/403b?
Are you divorced and concerned about using your spouse’s advisor and would like your own? We offer late-life divorce asset management.
SOCIAL SECURITY and RETIREMENT INCOME STRATEGIES
When you stop working, you stop receiving a paycheck. How is that paycheck going to be replaced throughout retirement?
A social security claiming strategy is one part of replacing your paycheck. The other strategy is creating guaranteed income.
WHY CHOOSE US?
IT’S SIMPLE…
“THE FIDUCIARY STANDARD OF CARE”
WE ACT IN YOUR BEST INTEREST
WHAT
MAKES US DIFFERENT?
OUR PRO-A5 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 PRO-A5 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.
START NOW
BY TAKING THE
FIRST STEP…
ARE YOU:
1. Worried about Taxes in Retirement?
2. Worried about outliving your money?
3. Worried Your Investments Won’t Keep Up?
4. Worried About the Rising Costs of Medical Expenses?
5. Worried About the Death of Your Spouse?
YOU ARE NOT ALONE! WE CAN HELP YOU!
We welcome you to discover the different relationship in working with an independent fiduciary investment adviser.
If you are nearing retirement, discover how you would like your retirement to work for you.
Or if you are already retired, take advantage of getting a 2nd opinion on your current retirement situation.
There is never any obligation and our in depth retirement analysis is complimentary.
Clients have enjoyed securing their retirement income and IRA money by working with Easton, PA financial advisor Keith B. Hawk of Hawk Financial Group.
KEITH B. HAWK
Owner/Investment Adviser Representative
Welcome to the office of Independent Fiduciary Financial Advisor Keith B. Hawk of Hawk Financial Group
Taxes in Retirement | Social Security Strategies | Retirement Income Strategies | IRA | Roth IRA | 401k Rollover | Investment Advisory Services | Medicare Supplement | Fiduciary | Roth IRA Conversions
Hawk Financial Group, an independent financial advisor is located at L&D Holmes Plaza in Easton, PA.
Hawk Financial Group
101 Larry Holmes Dr., Suite 312, Easton, PA 18042
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
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