At the Hafner Financial Group, we specialize in helping Middle-Class Western New Yorkers make the transition from working to retirement.
Are you concerned about your retirement and your financial future? You may be nearing retirement age but are unsure how to turn your nest egg into a regular monthly income. How will you retire when you want with the income you need?
The Hafner Financial Group can help you chart a course to your financial future. We build strong relationships and guide our clients on their journey to financial independence with expert, personalized service regardless of their level of wealth.
The foundation for all our financial services is our Financial Roadmap Process where we partner with you and do the planning together so you can see all the aspects of your financial life, not just your investments. This way you have the information and perspective to make the right financial decisions for your retirement.
* Entities listed above are separate and not affiliated with Hafner Financial Group or Next Financial Group, Inc.
Are we a good match?
We help Middle Class Western New Yorkers transition from working to retirement.Learn More
What can you expect?
Learn what kind of results to expect, HFG beliefs, and what makes us unique.Learn More
Want to read more?
Subscribe to our blog to stay up to date on various financial topics.Learn More
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Five strategies for managing your student debt.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
Do you know these three personal finance sayings?
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.