Hafner Financial Group
EXPERIENCED, RESPONSIVE, AND TAILORED TO YOUR NEEDS
At The Hafner Financial Group, we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to pursue your financial goals. Our goal is simple: We want to help you retire when you want with the income you need.
We work with a diverse group of clients, at varying income levels and with different needs. Whether you are looking for an investment advisor to manage your investment portfolio or a fee-based planner to help you create or revise your financial plan, we can offer the level of service that meets your needs.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.
Click here to read about our team.
About First Allied
Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.
Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry.
First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.
YOUR FINANCIAL PLANNING SOLUTION
We offer a complimentary initial financial planning consultation to help you learn more about investing and financial planning, as well as to determine if working with The Hafner Financial Group might be right for you.
We can manage your investments...
We will work with you on an ongoing basis to design, implement, and manage an investment portfolio with the goal of providing the return you need with as little risk as possible.
...or you manage your investments
Put the power of the Hafner Financial Group to work for you by making us your Fee-based Planner. For an hourly fee, we can develop a strategy to help you work towards your investment goals.
Financial Planning 100%
Retirement Planning 100%
Personal Investment 100%
Portfolio Review 100%