Put Your Money In the Hands That Know Best 508-277-5847 [email protected]

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

No Cookie-Cutter Solutions

I am an independent Financial Advisor with Cambridge Investment Research and Cambridge Investment Research Adviser,s Inc

Your Financial Planning 

  Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.

1
Financial Planning Process

You gather your data: financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

2
Financial Planning Process

You establish goals: college funding, comfortable retirement, income needs, second home, travel

3
Financial Planning Process

I analyze information: mutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

4
Financial Planning Process

Make recommendations: product solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies

5
Financial Planning Process

I monitor and update: annual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts

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Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®

 

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If you're concerned about your financial future, lets talk