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.
OUR “HFG5″ 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.
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.
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