At the Hafner Financial Group, we specialize in helping Middle-Class Western New Yorkers 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 Middle Class Western New Yorkers transition from working to retirement.
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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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How will you weather the ups and downs of the business cycle?
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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.