An Independent Financial Advisor in Easton, PA Acting as a Fiduciary with Your Best Interest In Mind

The Road to Your Comfortable and Secure Retirement Starts Here

 

 

FIDUCIARY STANDARD OF CARE

Registered Investment Advisers are held to the highest standard of care in the financial industry…Acting in YOUR best interest, not ours.

PORTFOLIO MANAGEMENT

As an independent fee-based investment adviser, our judgement is never clouded by commissions on investments. Our fee structure is simple, transparent, and easy to understand.

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 BY TAKING THE FIRST STEP…

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 assets.
There is never any obligation and our PRO-A5 PROCESS 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

Retirement | Social Security Strategies | Retirement Income Strategies | IRA | Roth IRA | 401k Rollover | Investment Advisory Services | Medicare Supplement | Fiduciary

Hawk Financial Group, an independent financial advisor is located inside the historic National Bank Building in Easton, PA.

Hawk Financial Group
400 Northampton Street, 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

Address

400 Northampton Street
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.

© 2021 Hawk Financial Group All Rights Reserved

For Client Login Please Click the Logo Below: