Hastie Financial Group

Hastie Financial Group provides personalized financial planning and consulting services to individuals, trusts, estates, charitable organizations, and corporations. Planning engagements result in a written financial plan or analysis and conclude upon delivery; the firm’s stated services do not include implementation of investment recommendations.

The firm gathers client objectives, financial data, and risk tolerance to produce long‑term, asset‑allocation–oriented recommendations and may include portfolio reviews, qualified plan reviews, or life insurance needs analyses when requested. Although Hastie does not execute trades or exercise discretion, the brochure notes that it regularly recommends implementation through associated persons who act in capacities outside the advisory firm; clients remain free to implement recommendations elsewhere.

The brochure discloses several uncommon affiliations: associated persons serve as registered representatives and investment adviser representatives with Commonwealth Financial Network and an associated person holds insurance appointments, so implementation often involves broker‑dealer and insurance channels and related commissions or advisory compensation. The firm also does not provide ongoing portfolio management, does not take custody of client assets, and charges planning fees on an hourly or fixed basis rather than as a percentage of assets, which differentiates it from many peers.