Our Services

What can we do for you?

At Hathaway Investments, we offer a wide range of financial planning and wealth management services focused on individuals who are currently retired or approaching retirement.

We pride ourselves on developing thorough, written retirement plans and "tracking, testing, & organizing" every aspect of your retirement. Developing written plan allows you to rest easy knowing that your assets are protected and that you will have enough money to last the rest of your life.

All of the financial services we offer fall under one of the five key areas of our retirement planning process. 

1. Income Planning

   • Income & Expense Analysis

   • Maximizing Social Security Benefits

   • Inflation Planning

   • Planning for Spousal / Survivor Benefits and Income in Retirement

2. Investment Planning

   • Fiduciary Model

   • Institutional Money Management

   • IRA / 401K Asset Planning

3. Tax Planning

   • Roth Conversion Analysis

   • Tax Minimization Planning

   • Charitable Giving

4. Health Care Planning

   • Long Term Care Planning

   • Medicare / Health Insurance Planning

5. Legacy Planning

   • Life Insurance

   • Estate Planning / Probate

Additionally, if you have children in high school on their way to college, we do offer comprehensive College Planning services through our other business.

Once we have a plan in place for your investments, we will help with implementation and proactively check in ensure you stay on track.