There are 2 sets of people: Accumulators looking to become financially independent of an occupation, and Life Managers who are independent of occupation but must manage their financial resources to provide the best life they can within those resources. For Accumulators, we provide a simple 12 metric measurement of their financial health, and give them an App to measure and make improvements. For Life Managers, we organize their resources, determine a prudent spending rate, and monitor this plan if the economy and markets demand an opportunity or demand for change. As “fee only” fiduciaries, we are committed to the financial health of our clients, without the conflicts of interest.
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Reviews

R
riverss5

01/23/2013

Provided by YP.com

I go to Hawkes to take care of my basic financial advising, retirement and they even consolidated all of my accounts. They provide me with great advice, answer my questions when needed and I don't think there is anything they can improve on.

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hoffman3

01/02/2013

Provided by YP.com
Payton has always done a fine ...

Payton has always done a fine job when it comes to my finances. I really don't think there is anything he can improve upon and I plan on continuing to use his services.

G
g.bean9

09/12/2012

Provided by YP.com
For at least 18-20 years now I...

For at least 18-20 years now I have used Hawkes for my financial planning needs. They have provided me with great advice and are very prompt at taking care of anything that I need.

B
backtosquare

08/21/2012

Provided by YP.com
What I like most overall about...

What I like most overall about Hawkes is the concept of them being able to do a really good job at a price that is affordable to you. I really don't think of anything they can improve on and I have recommended many of my friends and family members here over the years.

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wlock848

06/20/2012

Provided by YP.com
For at least 8 years or so now...

For at least 8 years or so now Hawkes has been my go to for my financial needs. They are very responsive at getting things done for you and answering your questions. I have a portfolio and they help me maintain it. They are very informative and knowledgeable about it so I am confident that they are going to take care of me.

More Business Info

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Thu:
Fri:
Sat:
SunClosed
Payment method
check
Categories
Retirement Planning Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Securities, Investments
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