SEC Registered Financial Advisor in Boise, ID

Hawke Financial Group is a registered investment advisor who works closely with his clients to provide individual investment account help as they optimize their personal wealth management strategy. He is involved in the details of the entire portfolio, including tax planning strategies, retirement planning, and real estate investments. For financial planning services and investment help, call us at (208)855-9400 or contact us online. We serve clients in Boise, Meridian, and the surrounding Idaho areas.

Investment Planning

Deciding to hire someone to help with your investments is not something to take lightly. While not everyone needs a financial advisor, it can be very beneficial to those who don’t have the knowledge, time, and energy to devote to the ongoing monitoring that is necessary for your investments. By hiring an investment specialist, you are using the knowledge and expertise of someone who can help you with a personalized plan, including investments, savings, retirement accounts, and budget to prepare for retirement and the fulfillment of your financial goals. 

There are many types of investments. Each type is different, with differing levels of risk and reward. Some of the common investment types we work with include the following:

• stocks
• bonds
• mutual funds
• exchanged traded funds
• certificates of deposit
• retirement plans
• options
• annuities
• cryptocurrencies
• commodities

Hawke Financial Group is registered with the Security and Exchange Commission (SEC) and uses their extensive experience, as well as a daily study of the markets and research firms, when considering tactical asset allocation for their clients. We are experts in understanding all types of investments and utilize options and option trading to help provide income and protection. In this way, we are unlike traditional brokers and financial planners who use only basic, traditional mutual fund selections to diversify a portfolio. We will always put your interests first and are committed to helping you achieve your financial goals.

If you are considering a personal financial advisor for wise money management, Hawke Financial Group is a licensed financial advisor you can trust. Give us a call at (208) 855-9400 for help with any financial planning and wealth management services, including tax and estate planning. You can also request a quote online.