Financial Advisor Tim Hayes

All Reports

Estate Planning Case Study

Estate Planning Case Study

This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational

Read More »
Taxes Case Study

Taxes Case Study

This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational

Read More »

Economic FAQ

Understanding how our banking and financial system works. Without this understanding, financial advisors walk around in the dark without a flashlight.

Read More »
Estate Planning Case Study

Estate Planning Case Study

This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational purposes only and should not

Read More »
Certified Tax Specialist™ (CTS™)

Certified Tax Specialist™ (CTS™)

San Diego, CA, November 13, 2020 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™).

Read More »
Taxes Case Study

Taxes Case Study

This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational purposes only and should not

Read More »
Investing In International Stocks and Bonds

Investing in International Stocks and Bonds

Because different countries have different currencies, overseas travel is usually more complicated than domestic travel. Likewise, overseas investing is more complicated than domestic investing. However, just as foreign travel adds

Read More »
Scroll to Top