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Retirement Advisor

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

Retirement Advisor is putting you on the right path, whether you are already retired, transitioning towards retirement, or saving for retirement.

 

Saving for Retirement

  • Individuals: I build and manage your IRAs including beneficiaries who inherit IRAs
  • Public School Employees: I research your 403b choices we pick one then build your 403b account
  • Small Business Owners: I design and manage your SEPs, SIMPLES, or Solo 401ks

Saving for Retirement at Work

 

Generating Income During Retirement

  • Estimate retirement income needs
  • Re-position your investments to generate income
  • Monitor those investments
  • Avoid IRS penalties by withdrawing the required amount from retirement accounts

Read more: Designing Your Retirement Portfolio

Transitioning Towards Retirement

  • Analyze your 401k or 403b plan
  • Discuss your rollover options
  • Measure your risk tolerance
  • Investigate your pension options
  • Evaluate your Social Security and Medicare options
  • Inspect of any group life insurance is eligible for conversion to an individual policy

Read more: Financial Planning for Retirees

Guaranteed Products

Before coming to Cambridge in 2010, I spent 20 years with MetLife, so I am also well versed in guaranteed retirement products such as variable and fixed annuities.

Tim Hayes

Tim Hayes

Investment Adviser Representative

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Financial Advisor Boston | Tim Hayes AIF, CRPS, AWMA, CFS, APMA

 

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