The relationship between a financial advisor and their client is important and one we take to heart.
What to Expect
We consider each Get Acquainted Meeting to be a time for us to get to know one another and to address any questions or concerns you might have. Because of this they are free / no obligation.
What's the Takeaway
The purpose of this meeting is for you to learn more about us. This way, you can decide whether or not we are a good fit.
What to Bring
People often wonder what they need to bring to this meeting. The answer is that you don’t need to bring anything but you are welcome to bring along any statements, reports, or policies that you feel might be useful. It is entirely up to you.
After you complete the form, Samantha or Katie will follow up and schedule a convenient time for us to meet.
Thank you for your interest. I appreciate you taking the time to consider working with us and I look forward to meeting with you.
Peter Hafner, CFP®, CWS®
President Hafner Financial Group