Why Hathaway Financial?
We provide comprehensive Financial Planning and Advice
We work with you to identify and document your financial goals using cloud-based financial planning software that reflects your investment portfolio real-time and is always available to you.
When you join HF you receive unlimited access to sophisticated financial planning and advice on all topics finance. A phone call, text or email away at any time.
“90% of the roughly 310,000 Financial Advisors in the USA are brokers, meaning they are paid to sell financial products in return for a fee (i.e. commissions); this creates a conflict of interest.”
Our goal is to preserve and maximize your wealth
With your goals in mind, we build you a portfolio of high quality low-cost investments.
Unlike most other Advisors, we avoid actively managed mutual funds that cost 10 times more than ETFs. We invest in broadly diversified index funds of stocks and bonds across the US and International markets.
We use the Best tools available!
We never take possession of your money or investments. All trades are executed through Charles Schwab and your money is held securely with them. Using Charles Schwab gives you access to the latest and greatest security features and of course phone apps to always check your investments real-time.
We use MoneyGuidePro for all of your financial planning. It is really intuitive and easy to use, but extremely sophisticated in its modeling capability. Both client and planner always have access to up-to-date information real-time so you can always see how your financial plan is looking.
All of our information is stored in Google’s secured and super easy to use Drive folders. When we need to share information with each other we just go to the folder.