KeithB Hawk- Financial Advisor Easton, PA

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About Keith B Hawk

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."

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

3069413

Firm CRD#

144434

States Licensed in

NJ and PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Work with the following types of clients

Individual Investors

Advisory Services Provided

Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®, Accredited Asset Management Specialist (AAMS®)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business/Finance - Finance

Trenton State College
08/01/1995 -05/01/1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884890/paladinregistry-Hawk-Financial-Group-detailed-disclosure.html

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Paladin Research Report For:

Keith B Hawk

Hawk Financial Group