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
Want to read more?
Subscribe to our blog to stay up to date on various financial topics.Learn More
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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
However exciting retiring abroad may sound, it deserves considerable planning.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirees traveling abroad need to know that their health insurance travels with them.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Lifestyle considerations in creating your retirement portfolio.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.