For the time being a phone, Zoom, Skype, or email is replacing in-person meetings.
Investment Adviser Representative
Financial Advisor Boston AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®
Put Your Money in the Hands That Know Best
Life isn’t all about money, but it is an essential tool for building the life you want. Like with any tool, the best results are achieved when skilled, experienced hands are in control. I have studied the financial markets for over 30 years, and as the new financial ‘normal’ is continually redefined, I am always striving to learn more about it and adapt my knowledge to it.
The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.
Every smart investment decision starts with me listening to you and asking you the right questions, including:
- What are your short-term and long-term financial goals?
- What kinds of financial assets are you working toward?
No Cookie-Cutter Solutions
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs. I use these and other products to build custom solutions for people according to their individual needs and goals.
Financial Consultant Boston Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®
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Over the last ten years, however, $1 trillion of investors’ money has moved from active to indexes. A big reason for this is that, over that same period, most active managers have underperformed lower cost-index options.