We are proud to offer premier financial planning and exclusive investment services to our clients
-Jonathan Hawkins CFP Ⓡ CSA
Hawkins Insurance Group
What makes us unique
We’re proud to offer our clients access to exclusive services that are normally only available to pensions and endowments. We are able to do this because, as a firm, we manage many Institutional accounts and can provide the same investment opportunities to you that would otherwise be limited to clients in excess of $25M at other firms.
We operate as Registered Investment Advisors (RIAs), which means we are held to a fiduciary standard. We sign a fiduciary contract with every one of our clients outlining our duty of loyalty and care, which is quite rare in the industry. Simply put, we make recommendations that are best for you, period. If you are currently working with a financial advisor of a Broker Dealer (i.e.: JP Morgan, Edward Jones, Morgan Stanley etc), please know that they are first and foremost business people who almost always charge commissions and are not required by law to act in your best interests.
For example: a standard broker-dealer markup on a bond will often decrease the income you receive by more than 10%, which amounts to several thousand dollars over the life of the bond. Through our bond-brokerage desks, we are able to reduce or totally eliminate trading costs and find higher income producing securities while building a more robust portfolio for you. By offering lower fees and lower acquisition costs, we provide you with a higher yield immediately which leads to a greater annual return for you.
Your Personal Financial Architects
Insurance. Investments. Integrity.
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We are available for anything you need, whether it's a custom quote or just some information on different policies for you and your family. Don't worry, your information stays private--we don't sell to those annoying call centers.