Easily consolidate all your financials in your Hafnia Financial portal so we can assist you with a comprehensive financial plan.

We believe in creating a relevant financial plan for each client – together with the client. All your important financial information should be included, such as investment accounts, retirement accounts, 401(k)s and other employer-sponsored plans, pensions, bank accounts, CDs, annuities, life insurance with or without cash value, real estate, and any other financial vehicles you may have. It should also encompass all current income sources, including salary and future/current Social Security payments. Optionally, we can securely store your estate planning documents, financial power of attorneys, healthcare directives, Social Security statements, and tax documents.

Let us handle the work so you always know where you stand financially, both today and in the future.