Question 1

What services does the company provide?

Accepted Answer

The company provides financial planning services, including retirement planning, asset management, tax planning, income planning, estate planning, and protection strategies. They also offer investment management and charitable gifting services.

Question 2

How can clients communicate with the company?

Accepted Answer

Clients can communicate with the company by scheduling a meeting, joining a meeting, or contacting them directly. The company also emphasizes client communication as an important part of their service.

Question 3

What is the company's approach to helping clients?

Accepted Answer

The company's approach is to take the stress and anxiety out of retirement planning by educating and walking alongside clients on their journey. They aim to make finance easier to understand so that clients can focus on living their lives and mastering their wealth.

Question 4

Who does the company serve?

Accepted Answer

The company serves clients in the Colorado area, helping them take their retirement planning and asset management efforts to the next level.

Question 5

How does the company get paid?

Accepted Answer

The company does not provide specific details on how they get paid. However, they encourage clients to schedule an inquiry call to learn more about the company and their services.

White Hawk Wealth Management

Company Overview

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About White Hawk Wealth Management

Frequently Asked Questions about White Hawk Wealth Management

What services does the company provide?

How can clients communicate with the company?

What is the company's approach to helping clients?

Who does the company serve?

How does the company get paid?

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