wiseradvisor

Keith B Hawk
Hawk Financial Group

Tel: (610) 500-5000
400 Northampton St.
Suite 300
Easton, PA 18042
Hawk Financial Group | Financial Advisor in Easton ,PA

About Hawk Financial Group

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in 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
Number of Years with Current Firm:   20+
Work Experience:   20+
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Mutual Funds, Insurance
I can meet clients in the following ways:   At my office, Video Conference


Qualifications & Memberships

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


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:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $50,000
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 we do. All our policies are outlined in our Investment Advisory Contract.
  • What are your qualifications? What is your education background? Keith holds a BS in Finance from the College of NJ. He has been a speaker at numerous client and industry seminars. He holds an AAMS 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 custom 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 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, medicare, 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

Communities Served

Allentown Asbury
Bangor Bath
Belvidere Bethlehem
Bloomsbury Breinigsville
Catasauqua Center Valley
Clinton Coopersburg
Doylestown Dublin
East Greenville Easton
Emmaus Flemington
Frenchtown Glen Gardner
Hatfield Hellertown
High Bridge Kintnersville
Laurys Station Lebanon
Macungie Martins Creek
Milford Mount Bethel
Nazareth Northampton
Orefield Pen Argyl
Pennsburg Perkasie
Phillipsburg Pittstown
Quakertown Richlandtown
Riegelsville Ringoes
Saylorsburg Sellersville
Souderton Springtown
Stewartsville Stockertown
Stockton Trexlertown
Upper Black Eddy Whitehall
Wind Gap

News & Events

Hawk Financial Group finds new home in Easton, PA
When: 06/01/2019
Details:Hawk Financial Group moved it's office of operations to Easton, PA on June 1, 2019. They were previously located in Branchburg, NJ. Keith B. Hawk, a former resident of Holland Township in Hunterdown County NJ, Keith now resides in Easton, PA Northampton County.


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