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."
|Firm Start Year:||2000|
|States Licensed in:||NJ and PA|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Health , Life , Long Term Care|
|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|
|Bachelor of Science Business - Finance||
Trenton State College - Ewing, NJ
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.
|Mon.||9:00 AM - 9:00 PM|
|Tue.||9:00 AM - 9:00 PM|
|Wed.||9:00 AM - 9:00 PM|
|Thu.||9:00 AM - 9:00 PM|
|Fri.||9:00 AM - 9:00 PM|