Get Acquainted Meeting
People often wonder what they need to bring to this meeting. The answer is that you don’t need to bring anything but you are welcome to bring along any statements, reports, or policies that you feel might be useful. It is entirely up to you. Consider this meeting to be a time for us to get to know one another and to address any questions or concerns you might have.
After you complete the form below, Samantha or Katie will follow up and schedule a convenient time for us to meet. We like to do these meetings Tuesdays or Thursdays between 8am and 8pm but we are happy to meet on other days and times if that is not possible.
Thank you for your interest. I appreciate you taking the time to consider working with us; and I look forward to meeting with you.
Peter Hafner, CFP®, CWS®
President Hafner Financial Group