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."
|Firm Start Year:||2000|
|States Licensed in:||NJ and PA|
|Number of Years with Current Firm:||20+|
|I work with the following types of clients:||Individual Investors|
|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|
|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|
|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 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.
|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|
|Upper Black Eddy||Whitehall|
Hawk Financial Group finds new home in Easton, PA
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.