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
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Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Second marriages are a trigger event to revisit any existing estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Gaining a better understanding of municipal bonds makes more sense than ever.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.