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.

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Retirement Planning

Is your retirement on track?

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Complimentary Consultation

Come in and get to know Hafner Financial Group.

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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.


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Social Security: The \$64,000 Question

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

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Retirement Income and the Traditional Portfolio

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Good employee health can be great for the company’s bottom line.

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

Historical Inflation

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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Tax Management Strategies

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

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There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

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