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As Seen In Our goal is to help you retire when you want with the income Your Buffalo Financial Advisor and Retirement Planner Isn't it time you made a Financial Plan?

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.

Read About Who We Work With


* 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. 

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What can you expect?

Learn what kind of results to expect, HFG beliefs, and what makes us unique. 

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Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Volunteering in Retirement

Volunteering in Retirement

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Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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9 Facts About Retirement

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You May Need to Make Estimated Tax Payments If…

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator shows how inflation over the years has impacted purchasing power.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Retirement Plan Distributions

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

Managing Your Lifestyle

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

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There are some smart strategies that may help you pursue your investment objectives

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How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

An Arm and a Leg

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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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