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.
Are we a good match?
We help Middle Class Western New Yorkers transition from working to retirement.
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What can you expect?
Learn what kind of results to expect, HFG beliefs, and what makes us unique.
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Use this calculator to estimate your capital gains tax.
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A presentation about managing money: using it, saving it, and even getting credit.
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You’ve made investments your whole life. Work with us to help make the most of them.
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The market is as unpredictable as the weather. We’d love to help you prepare.