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®
I advise you on rollovers from your employer’s retirement plan, including plans in which you own company stock. I then design strategies for income planning during retirement.
I build and manage the portfolios of individuals with IRAs, public school teachers with 403(b) accounts, and business owners, for whom I design and manage SIMPLE and SEP plans.
If you own employer stock in your employer’s retirement plan, and if that stock has appreciated when you retire or leave your company, you should be aware of Net Unrealized Appreciation Rules (NUA).
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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