Retirement Planning  

 

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Our Story

Many of my family members were either in retirement or near retirement during the 2008 Financial Crisis, considered by many economists to be the worst financial crisis since the Great Depression.  This crisis destroyed many retirement dreams and for some, they would never recover.  Uncovering a solution for this crisis was to be the start of my new life's passion.

In 2008, I left a successful career and began a quest to uncover a different way of doing business in the insurance and financial industry.  After countless hours of hard work, research, and some innovative changes, Hawks Insurance & Financial was started.  We are deeply committed to helping our clients manage investment risk while protecting their income in retirement.

 

 

Hawks Insurance & Financial combines Fiduciary Financial Services and Independent Life and Health Insurance to

find your perfect balance between asset safety and asset growth.

 

 

We believe in a "Big Picture" fundamental approach.  By focusing on the fundamentals; earnings, interest rates, liquidity, etc., we endeavor to take the emotion out of investing.  Hawks Insurance & Financial takes a longer term view of the market and believes that short term predictions are not practical.  We take a proactive approach and work with our clients to prescribe the right "dosage" of investable assets that are exposed to market risk.  This right "dosage" will help to alleviate emotionally based decisions that we judge are often bad choices in hindsight.

 

We combine Independent, Fiduciary Investment Advisory Services and Independent Health and Life Insurance services to create unique and personalized solutions for individual clients and businesses.

 

Request your complimentary visit with President Aaron Hawks, CFE Certified Financial Educator®, to find out for yourself our unique and state-of-the-art approach to retirement planning! 

 

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered or, is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

 

    Select type of quote :
  • Health insurance
  • Life insurance
  • Group Benefits
  • Retirement Planning

Health Insurance Quote

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Is this Quote Request for business health benefits?

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Have you used tobacco or nicotine products in the last 12 months?

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Married Single
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Help me to get Life Insurance Quote

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Would you like a return of premiums paid after the policy expires?

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Are you a Smoker?

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Group Benefits/Group Retirement Plan Quote

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How many full-time employees does your company have?

How many years has your company been in business?

Does your company have an existing health insurance plan?

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What products is your company interested in?

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Retirement Planning Appointment Request

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Quote Information

I have a :

My Federal Tax bracket is :

Tax Bracket Married Filling Jointly Single
10% $0-$17,400 $0-$8,700
15% $17,400 - $70,700 $8,700 - $35,350
25% $70,700 - $142,700 $35,350 - $85,650
28% $142,700 - $217,450 $85,650 - $178,650
33% $217,450 - $388,350 $178,650 - $388,350
35% Over $388,350 Over $388,350
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