Services

FEES & SERVICES

We offer tailored financial services to help you achieve your unique financial goals.

Financial Planning

Comprehensive financial planning services.

Insurance

Life, Health & LTC to protect what matters most.

Investing & Asset Management

Custom portfolio analysis & investment management designed to achieve your potential.

Estate Planning

Personalized estate planning for financial confidence.

Retirement Plan Solutions

Strategies & Solutions designed to meet the needs of your company and its goals. (401(k), SIMPLE IRA, SEP IRA, etc.)

Education Planning

Aid in navigating the complexities of funding your children's education.

Tax & Accounting Solutions

Tax & accounting services for financial clarity.

Business Planning

Assist entrepreneurs through liquidity planning, selling a business, advising on pre- & post-sale planning, exit strategies, transition & succession planning.

FINANCIAL PLANNING

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

Designed for entrepreneurs, founder-CEOs, wealth creators, executives and partners with $2,000,000 (+) in investable assets or $10,000,000 (+) net worth. The GOLD plan includes comprehensive investment management, advanced tax strategies, estate planning, quarterly trading, rebalancing and quarterly reviews. This plan is best suited for clients with complex or highly specialized financial planning needs.

Fee: Begins at $9,750 and may increase based on individual needs.

Designed for business owners with $1,000,000 (+) in investable assets and $5,000,000 (+) in net worth. The SILVER plan includes retirement planning, cash flow and budgeting, risk management, insurance planning and annual reviews. It also includes tax reviews and basic estate planning in coordination with your CPA or attorney.

Fee: $5,000.

Designed for successful wealth creators with $1,000,000 (+) in investable assets and net worth below $5,000,000. The BRONZE plan includes retirement planning, cash flow and budgeting, risk management, insurance planning, and tax and estate planning as needed. Annual reviews are also included.

Fee: $2,700.

The financial planning fees described above may increase or decrease 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 Cambridge Investment Research, Inc. and you, the client, pursuant to the terms and conditionas contained therein. Please consult the FPA for the fee applicable to your Financial Plan. In the event of a discrepancy between the fees listed above and the fee on your FPA, the fee listed on your FPA will control.

INVESTMENT MANAGEMENT

Managed Assets Fees

We create strategies that are tailored to your needs and goals.

Managed Assets -> Fees

Assets to $1,000,000 ------------------------------> 1.5%

Assets from $1,000,001 to $2,000,000 ------> 1.25%

Assets from $2,000,001 to $5,000,000 ------> 1.0%

Assets from $5,000,001 to $10,000,000 ------> .85%

Assets from $10,000,001 to $20,000,000 -----> 0.70%

Assets from $20,000,001 to $40,000,000 -----> 0.60%

Assets from $40,000,001 and above ----------> Negotiable

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Hawkeye Financial Group is not a subsidiary of nor controlled by Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. does not provide tax or legal advice.

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