Get Acquainted

At the Hafner Financial Group, we specialize in helping Western New Yorkers make the transition from working to retirement.

We consider each Get Acquainted Meeting as an opportunity for us to get to know one another and to address any questions or concerns you might have.

By scheduling a Get Acquainted Meeting or Good Fit Call you’ll be able to meet our team, ask any questions you have about finances, and ultimately decide if you would like us to help with your Retirement Planning.

You can schedule your complimentary meeting using the form to the right. After you have submitted the form, our Service Team will contact you to schedule a meeting time convenient for you.

Frequently Asked Questions

Here are some of the most frequently asked questions about our Get Acquainted Meetings.

Can I get a late appointment time?
Although our normal office hours are 8:30 am – 4:30 pm, we routinely schedule meetings at later times for those people who are not able to see us during normal business hours.

How long can I expect the meeting to be?
Get Acquainted Meetings and Good Fit Calls are typically 30 – 60 minutes.

How much does it cost?
There is no cost for a Get Acquainted Meeting or Good Fit Call. We are happy to give you 30 to 60 minutes of our time so you can decide if working with the Hafner Financial Group is right for you.

What do I need to bring?
You are not required to bring anything, but you should feel free to bring anything that you think might be useful.

Do I need to bring my spouse / significant other?
We prefer to meet with both partners, but we understand if this is not possible.