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.
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* 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.Learn More
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Five creative (and inexpensive) ideas for motivating your employees.
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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Assess whether you are running “in the black” or “in the red” each month.
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Determine your potential long-term care needs and how long your current assets might last.
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This calculator can help determine whether it makes sense to refinance your mortgage.
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How federal estate taxes work, plus estate management documents and tactics.
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The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.