The road to a comfortable retirement starts here...
Why choose Keith Hawk, financial advisor of Hawk Financial Group to help guide your retirement?
As a local independent financial advisor in Branchburg, NJ, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He works with homeowners ages 60-70 mainly in Hunterdon County NJ and Somerset County NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen.
Three of these overlooked "snags" include:
1) A strategy to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away.
2) A strategy to cover two years worth of long-term care costs without paying a cent in annual premiums.
3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages.
"As a fee-based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."
- Keith Hawk, Owner
Social Security Strategies
There are many options when deciding to take Social Security. Should you take your benefit at age 62, 66, 67, or 70? The decision you make can greatly affect your amount of Social Security benefit. We can help with strategies to maximize your Social Security.
When you stop working your paycheck stops. Where will your retirement income be received from? Social security? Pensions? Investments? What is the best strategy to draw from retirement assets? Our strategies help you decide what source or sources for income are best fit for you.
Investment Advisory Strategies
During retirement, is it best to draw down assets invested directly in the stock market? What happens during a market crash? We provide strategies and guidance to help you live a comfortable retirement.