Who We Are
We are driven by the belief that EVERY investor deserves to have the type of innovative and sophisticated portfolios typically reserved for the ultra-high net worth or institutional investors. Our clients gain clarity and transparency of their retirement through portfolios which are uniquely crafted to each individual. Hawks Financial is a boutique firm, specializing in innovative investment and retirement solutions not typically available to the traditional investor through a “big-box” investment firm.
AFFILIATE PARTNER OF 401(k) MANEUVER
Professional Account Management to help employees Grow and Protect their 401(k)
Risk Management And Financial Planning
Investment Management
You deserve a portfolio uniquely designed around you and your goals. Experience sophisticated strategies not typically found in a "big box" firm.
Learn about our Investment Management
Retirement Income Planning
Is the possibility of outliving your savings a concern? Create peace of mind through a portfolio designed around sustaining income.
Learn about our Retirement Income Planning
Estate and Legacy Planning
The concept of estate planning is simple. The vehicles, planning, and implementation to make it happen is not. We help direct you in ways to make your legacy secure.
Learn about our Estate and Legacy Planning
Wealth Management
Experience personalized guidance for 401(k) and IRA Rollovers, Roth Conversions, and Cash Management. Understand fully how to mitigate current portfolio fees and expenses and learn if tax-free growth is right for you.
Learn about our Wealth Management
Long Term Care
Did you know the average Home Health Aide service in Iowa costs $5,577 per month? Create a strategy for funding Assisted Living or other long-term care needs without draining your retirement assets.
Learn about our Long Term Care
Life Insurance
Life insurance can be a cornerstone of retirement protection. From protecting loved ones to providing tax-advantaged assets and income, create a life insurance plan as unique as your goals.
Learn about our Life Insurance
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Readmore How a 401(k) Loan Could Derail Your Retirement Goals (2/10/2025) Readmore Market Outlook: What’s Next for 2025? (2/3/2025) Readmore 8 Things to Know Before Filing 2024 Taxes (1/27/2025) Readmore 3 Major 401(k) Changes in 2025 You Need to Know (1/20/2025) Readmore Are These 401(k) Myths Impacting Your Retirement Savings? (1/13/2025) Readmore How to Increase Retirement Savings in 2025 (1/6/2025) Readmore Think Social Security Will Cover Retirement? Think Again. (3/10/2025) Readmore 401(k) Tax Implications: What You Need to Know (3/3/2025) Readmore 401(k) Mistakes to Avoid in Your 40s and 50s (2/24/2025) Readmore How to Avoid 401(k) Withdrawal Penalties (2/17/2025) Readmore How a 401(k) Loan Could Derail Your Retirement Goals (2/10/2025)