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Keith + B Hawk - Financial Advisor in Easton, PA

Paladin Research Report For:

Keith B Hawk

Hawk Financial Group

AAMS® AAMS®
400 Northampton St.
Suite 300
Easton, PA 18042
610-500-5000
Visit Website
https://www.hawk-financial-group.com

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
  • 2-4
CRD#
  • 3069413
Firm CRD#
  • 144434
States Licensed in
  • NJ and PA
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 22
Work Experience
  • 20+
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Investment Advice & Management, 401K Rollovers, Retirement Planning, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Wealth Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
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

Qualifications & Membership

Certifications, Accreditations & Designations
  • AAMS®, Accredited Asset Management Specialist (AAMS®)
Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Long Term Care, Health, Annuity, Life

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

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    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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