HELPING YOU RETIRE WHEN YOU WANT, WITH THE INCOME YOU NEED.
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 work with you in real-time to look at all the aspects of your financial life (not just your investments) so you have the information and perspective to make the right financial decisions for your retirement.
Peter founded the Hafner Financial Group, an independent financial advisory firm in 2007. His primary goals in starting the new company were to create a firm primarily focused on retirement distribution planning and ensuring that all clients benefit from excellent personalized service, regardless of the size of their accounts. We work primarily with middle class clients in Western New York.
Click here to learn more about the clients we work with.
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
What is our approach?
When we begin working together, we don’t begin with the Financial Planning.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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A presentation about managing money: using it, saving it, and even getting credit.
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