Hathaway Financial

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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.

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Maximize your Returns

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

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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.

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Contact me for a free no obligation consultation.

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