Keith B Hawk
Hawk Financial Group

Tel: (908) 722-4008
3322 US Highway 22 West
Building 4, Suite 425
Branchburg, NJ 08876
Hawk Financial Group | Financial Advisor in Branchburg ,NJ

About Hawk Financial Group

As a local independent financial advisor in Branchburg, NJ,
Keith Hawk has a fiduciary duty to act in the best interests
of his clients. He works with homeowners ages 60-70 mainly in
Hunterdon County NJ and Somerset County NJ. His clients'
retirement years are secured by addressing and fixing
overlooked financial and non-financial "snags" before they
happen.

Three of these overlooked "snags" include:

1) A program to make sure a wife doesn't lose 1/2 their Social
Security income when their husband passes away.

2) A program to cover two years worth of long-term care costs
without paying a cent in annual premiums.

3) Making sure that your Power of Attorney document has the
correct language to work with Social Security, Medicare, IRS,
Veterans Administration, and your banks and brokerages.

"As a fee based investment adviser, I have a fiduciary duty to
put my client's best interest first. I welcome the opportunity
to earn your trust and to show you how I do things
differently."


General Information

Firm Start Year:   2000
No.of Employees:   2-4
States Licensed in:   NJ and PA

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Health , Long Term Care , Life


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets


Education

Bachelor of Science Business - Finance  Trenton State College - Ewing, NJ
-1998



Faqs

  • Do you have a customer satisfaction or refund policy? Yes everything is outlined in our Investment Advisory Contract.
  • What are your qualifications? What is your education background? Over 15+ years experience and knowledge in the financial industry including a certification from the College for Financial Planning.
  • What is your approach to financial planning? We utilize an unbiased approach to analyzing your situation with a third party comparison through Morningstar.
  • What services do you offer? We offer a full unbiased review of your whole situation. Review includes but not limited to Power of Attorney, Wills, Risk/Reward, Allocation, and more strategies. Individual services include 401k/IRA rollovers, social security planning, Medicare Supplements planning
  • How many clients do you currently manage? We keep our client base under 100 clients due to our tailored approach to your retirement. We can give better individual service.
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Keith B Hawk

Keith B Hawk

AAMS®


Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He was a financial advisor and then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group.

As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security and retirement income planning.

As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 9:00 PM

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