Get Involved

Our relationships extend beyond financial planning. Help us make a difference.

Host an Event
As part of our desire to help others, we offer no-cost educational programs, and we can come to you. If your family, colleagues, community organization, school, or other group would like to learn more about financial planning or investment-related topics in a relaxed and informal setting, please contact us.
Our Client Advisory Board
Our Client Advisory Board helps us gain insight to our clients’ wants and needs by providing feedback on service, education, business operations, marketing, and public relations. The board consists of existing clients that meet 3-4 times per year and is an integral part of our commitment to service and helping others. Contact us to learn more.
Our Shared Success Referral Program
Our practice has been built on relationships, so we prefer to ask our clients for referrals, rather than divert valuable energy to mass advertising. We enjoy the time we spend with all our clients, and would like to meet others just like you – people who need our help and are seeking honest and genuine service from an independent team of professionals.
With our Shared Success referral program, clients have an opportunity to make an impact at several levels when you introduce us to someone new:

  • Help your referral, by giving them access to the knowledge, experience and service you have come to know and trust.
  • Help us, by building relationships and strengthening our business.
  • Help your community. For every referral provided, we will make a donation to your preferred charity.

Request Information

Take the Annual Survey
We strive to provide superior service. If you have been a client for at least one year, we encourage you to take our survey and let us know how we are doing.

Annual Client Survey

Since we have been working together for a while, we value your opinion and ideas about our services as we strive to continually improve. Please take a minute to let us know how we are doing
by replying to this brief survey. A simple yes or no is fine, but feel free to elaborate, as we value your opinions.

Upcoming Events
As part of our desire to give back, we host many events throughout the year, including free seminars on personal finance and market-related topics, as well as open house nights and community events.

© 2020 Hathaway Financial Group is an independent firm not affiliated with Money Concepts Capital Corp. All securities through Money Concepts Capital Corp Member FINRA/SIPC.