Your Buffalo Financial Advisor and Retirement Planner Our goal is to help you retire when you want with the income Make sure your loved ones are taken care of Isn't it time you made a Financial Plan?

Helping Families

We can help take some of the mystery out of preparing for your financial future.

Learn More

Retirement Planning

Is your retirement on track?

Learn More

Complimentary Consultation

Come in and get to know Hafner Financial Group.

Learn More

HELPING 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.

We offer flexible arrangements meaning we can manage your entire investment portfolio or we can provide guidance in only the areas where you need assistance. Ultimately, our goal is to help you retire when you want with the income you need.


 

Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

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.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow