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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Learn what kind of results to expect, HFG beliefs, and what makes us unique.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Historical Inflation
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Determine your potential long-term care needs and how long your current assets might last.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.