The Client First Principle...

 No bias or conflict of interest.

Financial Planner in Branchburg, NJ

Hawk Financial Group is a privately owned financial planning business. We are a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.

Everyone has unique financial issues to consider. A plan can help define, quantify and prioritize your goals. We understand the bias and conflicts of interest that are determined by how someone is licensed in the financial industry. Our strategies are never influenced due to how we are licensed. We adhere to full disclosure.

 

What you can expect:

Phase one is your initial meeting comprised of a thorough and careful discovery with you. Phase two we go behind the scenes and analyze your situation and create an analysis that is unique to your situation. (Note: phase two is simply a disclosure where you discover how your situation is based on third party unbiased analysis). Phase three is the strategy and implementation meeting for you decide what you want your comfortable retirement to be. 

 

Full Disclosure:

Gold-Check-MarkWe handle risk and safe money.
Gold-Check-MarkWe think a client should give foremost consideration to the percentage of investable assets that are exposed to market risk. The right "dosage" will help to alleviate emotionally based decisions.
Gold-Check-MarkWe are willing to take the best of both worlds, ie; risk and safe money, and put a customized plan together for you.
Gold-Check-MarkThat is what makes us different - that is why we have the client first principle.


 

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