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Financial Planning & Wealth Management

A Financial Advisor focused on your goals

We’ll put together a Financial Plan and Invest your money so it’s working for you.

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How does it Work? 3 Steps

1 – Financial Planning

We document and set your goals and track progress to your long-term financial freedom. Sophisticated software enables us to track detailed cash flow and investment analysis years into the future.


2 – Investment Management

We’ll build a diversified tax efficient strategic portfolio serving you for the long term. Your money and investments will be optimized for you. Your investments are secure and custodied with Charles Schwab.


3 – Financial Advice

We are only a phone call away. Our relationship is ongoing and we check on progress and advise on all events that touch your finances.

Stock Plans – Options – RSU’s – ESPP – College Savings – Charitable Giving

401k – Insurance – Estate Planning – Trusts –

Small Business Retirement Plans – 10b 5-1 planning

Why HathawayFinancial?

Independent

Your interests are first. No insurance products or annuities being sold here! We are fee only, transparent, no commissions and no hidden incentives.

Maximize your Returns

Our mission is simple. Maximize your returns. High-quality investments. No commissions. No loads. Low fees. MAX return.

Expert Advice & Planning

When you join HF you also receive unlimited access to sophisticated financial planning and advice on all topics finance. At any time.

Contact me for a free no obligation consultation.