Helping Clients Succeed Financially
Derek Hawk, CFP
Financial Advisor
What Makes Me Knowledgeable:
As a CERTIFIED FINANCIAL PLANNER® practitioner, I am dedicated to helping my clients plan for their current and future financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve or grow your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for nearly 18 years. I am a past president of North Spartanburg Rotary Club, Past-Vice Chair of the High Point Academy Charter School Boad
of Directors, and a graduate of Leadership Spartanburg. I reside in Spartanburg County with my wife, Sarah, and six children.
Planning for Retirement:
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee benefit plan for your business, I can help you navigate an array of complex choices. I can assist with IRAs and rollovers, Roth IRAs and conversions, Simplified
Employee Pension (SEP) plans, Keogh plans, SIMPLE plans for small businesses, 401(k), pension, and profit-sharing plans. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, create an income stream, and
ensure your income can support you for years to come.
Estate Planning Strategies:
I can work with you and your other advisors, including your CPA and attorney, to develop an estate planning strategy for your circumstances. Wells Fargo & Co. and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state. I look forward to serving you and your family. Together, we can discuss a financial path designed to fit your unique situation.
Notes: “CFP Board owns the marks CFP®,
CERTIFIED FINANCIAL PLANNER®, and CFP®
(with plaque design) in the U.S."
Certificates
CFP
eMoney Advisor®
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