Design your retirement portfolio to meet your goals consistent with how much risk you are comfortable taking. Recommend investments, based on an explicit balance of growth vs. security.
TIM HAYES AIF®, CRPS®, AWMA®, CFS®, APMA®
My financial planning for retirees is ongoing as we continue meeting and adjusting your accounts, getting you the income and security.
Saving money in the right plan with the right mix of investments will put you on the path towards a comfortable retirement.
Retirement Advisor is putting you on the right path, whether you are already retired, transitioning towards retirement, or saving for retirement.
The 403(b) 15-year retirement catch-up allows some public-school employees with 15 years of service to contribute an extra $3,000 a year for five years.
I will build your investment policy statement and produce plan-specific investment recommendations and reports.
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Tim offers financial and consulting services to help meet your unique needs.
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