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Independence

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Experience

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Strength

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Discipline

Frame

Any wealth management plan must consider not only the financial aspects, but also the emotional ones. Our disciplined process is designed to help clients preserve their lifestyles – even in challenging market environments – and avoid unnecessary taxes while mitigating risk and emotion-based decisions.

Click here to learn more about the HawsGoodwin approach to comprehensive wealth management strategies.

 

HawsGoodwin assists a number of companies with the selection and ongoing oversight of corporate retirement plans. Whether you have 20 employees or 500, we have the knowledge and experience to help.

Hands-on employer and employee support are our hallmarks.

To learn more about our corporate retirement planning process, click here.

 

HawsGoodwin Investment Management offers independent advice and investment planning services to individual clients and small to mid-sized companies. We believe the strength of our firm is in our people, our experience, and our unwavering dedication to our clients' best interests. Our firm and its client relationships are built on a foundation of honesty and integrity, and we strive to deliver the best independent advice possible. 

Click here to learn more about our practice.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

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Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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