Financial Planning Meridian

Tax & Financial Planner in Meridian, ID

Hawke Financial Group offers a variety of wealth management services through hands-on, detail-oriented portfolio management. We are unlike traditional financial planners and brokers who focus on basic mutual fund selections, and instead use a daily study of the market, as well as extensive experience to provide the best plan for each individual client. We are registered with the Security and Exchange Commission (SEC) as financial and investment advisors and when you hire us, you can be confident that we will help you with the tax and retirement planning strategies you need. For more information, call us at (208) 855-9400 or request a quote online (link to request a quote page). We serve clients in Meridian, Boise, and the surrounding areas.


Personal Money Management

Even though it may seem like something you can do on your own, estate and tax planning, as well as determining what is considered enough money for you personally to retire, is not something you want to leave to chance. Choosing a certified financial professional who knows the ins and outs of the market, as well as wealth transfer and tax planning strategies and how it applies to your individual goals and standards, can make all the difference for anyone, especially high-income earners.   


We specialize in the following financial planning and money management services


-Legacy and Estate Planning

-Planned Gifts


-Real Estate Investments and 1031 Exchanges

-Insurance Policies

-Fixed Income

-Employee Benefit Planning

-Private Wealth Management

-Tax Strategies

-401K and Other Retirement Plans

- Tactical Asset Allocation


From retirement advice to help with real estate investments, Hawke Financial Group is one of the top financial planning companies in the Meridian, ID area.  Contact us at (208) 855-9400 or contact us online to set up an appointment to discuss your options and how we can help with your long-term wealth management strategy.