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Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Financial Advisor Dartmouth & Westport

Services for Individuals, Couples, and Companies

 

 

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Investment Advisor

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Professional

I have been a professional financial advisor for 30+ years.

Independent

I am an advisor who is not selling any proprietary products or has any sales quotas.

Because I am Independent

You benefit from advice and products tailored to your unique financial needs.

Portfolio

Recommend investments based on an explicit balance of growth vs. security.

Costs

Hourly, fee-only, or commission with an estimate of a not-to-exceed price for the initial consultation, plan implementation, and annual follow-ups,

Taxes

Design a strategy to reduce your tax burden.

Financial Planning Process

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

Gather Data

Factfinder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

Establish Goals

college funding, comfortable retirement, income needs, second home, travel

Analyze Information

mutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

Recommendation

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

Monitor and Update

Annual reviews, twice a year email updates, monthly brokerage statements, CIRstatements-online reporting of your accounts

No Cookie-Cutter Solutions

Tim is affiliated with Cambridge Investment Research Inc., an independent broker-dealer for financial professionals dedicated to offering clients objective investment advice. He has offices in Boston and S. Dartmouth and holds securities licensed in all New England states.

His affiliations might not be the biggest or most well-known. Still, his blog articles are about significant issues affecting investors, individual or corporate.

Bitcoin: The Future of Money or a Novelty

Financial Advisor Dartmouth & Westport

Investment

Investing In an Overpriced Stock Market

Is the U.S. stock market overpriced today? According to two measures of value, Q Ratio and CAPE the answer is yes—and dangerously so…

Financial Consultant Dartmouth & Westport

Economy

President Trump’s Risky Bet Against Our Trade Deficit

Trade deficits reduce economic growth, according to a theory posited by the great 18th-century Scottish economist and philosopher David Hume. 

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Financial Consultant Dartmouth & Westport Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

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As always, partners grows with you!

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Local Business

Convention of consulting Parliament on military action

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Global Market

Water & Waste Management Consulting Services

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Latest Cases Studies

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