At the Hafner Financial Group, we specialize in helping Middle Class Western New Yorkers make the transition from working to retirement.
We truly partner with our clients. We do all the planning together in the same room, projected onto a 70 inch screen. This way you can instantly see if your Retirement Plan is on track. If it's not, we can make immediate changes to try and get you the results you are looking for.
It's our hope that by working with us you will be able to maximize your spending in retirement without being afraid of running out of money.
People tell us that working with the Hafner Financial Group takes the fear out of retiring.
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 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.
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 are typically 30 - 60 minutes.
How much does it cost?
There is no cost for a Get Acquainted Meeting. 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.