Hawkeye Financial Group

CONNECT

Address:

925 Marthas Way
Hiawatha, IA 52233

3525 Center Point Road
Cedar Rapids, IA 52402

3267 WW Avenue
Wellman, IA 52356

4140 Grand Avenue
Des Moines, IA 50312  

Phone:

(319) 395-0723

Fax/Other:

(319) 395-0724

FINANCIAL PLANNING

It all starts with a customized Financial Plan to serve as your roadmap to financial freedom and confidence. Whether buildng your future, or preserving your accumulated wealth, at Hawkeye Financial Group, we're here to help you achieve your financial goals.

Appropriate for households with $1,000,000+ in investable assets, or $5,000,000+ net worth. The GOLD plan is includes comprehensive investment management, advanced tax strategies and estate planning, quarterly trading, rebalancing and semi-annual in-person reviews. The Gold Plan is most suitable for those with complex, or focused financial planning needs. The fee for this plan begins at $5000 and may be increased based on your individual needs.

Appropriate for a household income of $200,000+, or $500,000+ in investable assets. The SILVER plan includes retirement planning, cash flow and budgeting, risk management, insurance planning and annual in-person reviews. SILVER services also include tax reviews and basic estate planning in coordination with your CPA or attorney.

Appropriatre for households with $250,000+ in investable assets. The BRONZE plan includes retirement planning, cash flow and budgeting, risk management and insurance planning. Annual in-person reviews are also included. 

 

The financial planning fees described above may increase depending on the complexity of your individual financial plan, or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditionas contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the above fees and the fee on your FPA, the fee listed on your FPA will control.

 

 

INVESTMENT MANAGEMENT FEES

Managed Assets
Fees
Assets to $250,000
1.5%
Assets from $250,000 to $1,000,000
1.1%
Assets from $1,000,000 to $2,000,000
1.0%
Assets from $2,000,000 to $5,000,000
0.8%
Assets from $5,000,000 and above
Negotiable

 

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC) Hawkeye Financial Group is not a subsidiary of nor controlled by Voya FinancialAdvisors. Voya Financial Advisors does not provide tax or legal advice.