Investment Advisor

  • I have been a professional financial adviser for 26+ years. I specialize in building custom portfolios for people saving their money for retirement or are already retired.
  • I have all the tools individuals, companies, and not-for-profits need for their wealth management as well as their financial planning for retirement.
  • Because I am an independent financial advisor, there are no requirements to use a specific tool. Therefore you benefit from advice and products tailored to meet your unique investment needs.

Read more: Wealth Management Solutions

Must read articles about investing

How the Federal Tax Cuts and Jobs Act Can Help Solve the Public Pensions Problem

How the Federal Tax Cuts and Jobs Act Can Help Solve the Public Pensions Problem

Almost all states could see more revenue as a result of the 2017 Act. This gives the politicians ...
The Retirement Plans of Self Employment

The Retirement Plans of Self Employment

Self-employed individuals who want to save more than 20% on taxes should look into the Solo 401), ...
What Politicians and Real Estate Developers Get Wrong About Government Debt and Deficits

What Politicians and Real Estate Developers Get Wrong About Government Debt and Deficits

The deficit is the annual difference between what the U.S. government spends and what it takes in ...
Is It a Smart Idea to Reduce Taxes If a Big Buyer of Your Debt Stops Buying?

Is It a Smart Idea to Reduce Taxes If a Big Buyer of Your Debt Stops Buying?

You have probably heard conversations where people worried about what would happen to interest ...

Recent Investment Advisor Articles

Active Money Management vs Passive Investing

Active Money Management vs Passive Investing

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jul 16, 2019

With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.

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The Bond Market Might Be President Trump’s Toughest Opponent

The Bond Market Might Be President Trump’s Toughest Opponent

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jul 19, 2019

In 1994, Bill Clinton’s political adviser James Carville famously said, “I used to think that, if there was reincarnation, I wanted to come back as the president or the pope, or as a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody.”

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Tim is an Investment Advisor Who Can Help You With the Following:

  • Measure how well your investments match up with your risk tolerance and goals and income needs.
  • Make recommendations for changes to your finances if needed.
  • Figure out whether you should keep your 401(k) or 403(b) with your previous employer or roll it into an IRA, where I will build you a new portfolio.
  • Build that portfolio using your risk tolerance with the goal of creating enough retirement income but not outliving your money.


Helpful Guidance, No Pushy Sales Pitch.

For a free, independent, and objective consultation, contact me today. Independent investing advice. A track record of success.

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