At the Hafner Financial Group, we specialize in helping our clients make the transition from working to retirement.
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 partner with you and do the planning together so you can see all the aspects of your financial life, not just your investments. This way you have the information and perspective to make the right financial decisions for your retirement.
* Entities listed above are separate and not affiliated with Hafner Financial Group or Next Financial Group, Inc.
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We help our clients transition from working to retirement.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Four Great, Unexpected Places to Raise a Family
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Important Birthdays Over 50
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Historical Inflation
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Estimate your monthly and annual income from various IRA types.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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A presentation about managing money: using it, saving it, and even getting credit.
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5 Smart Investing Principles
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An Inside Look at Retirement Living
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Once Upon a Goal
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How do the markets usually react to elections? Was the 2016 election any different?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Bucket Plan to Go with Your Bucket List
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate