Financial Advisor Boston & Greater Boston

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®, CES™

Life isn’t all about money, but it is an important 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.

Financial Planning for Retirees

No Cookie-Cutter Solutions

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?

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities, which I use to build custom portfolios, trusts, and retirement plans for people and organizations.

Whom Am I Affiliated With?

I am an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $44B RIA based in Fairfield, IA.  Also registered with Cambridge Investment Research, Inc., an independent broker-dealer with over 3,000 registered representatives nationwide.

I’ve held an industry securities registration for 30+ years and am subject to SEC and FINRA oversight.

Services

I will provide expert and highly personalized financial planningretirement planning, and wealth management from my Boston office when you need an independent financial advisor in Massachusetts (Greater Boston, North Shore, South Shore, South Coast, Merrimack Valley, MetroWest, or Rhode Island, Providence, Newport.)

Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

Planning

Planning

Social Security When Should You Start Taking It?

Social Security Stanford University’s Center on Longevity analyzed and compared 292 scenarios for when to take.

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Free, no-obligation consultation and financial profile assessment