Financial Advisor Dartmouth & Westport

Change is constant. How you deal with it determines your investing success

Consider me for your financial advisor when switching from growing your retirement accounts to distributing them.

This transition usually means moving some money from stocks to bonds, and I am well-schooled in the economy, inflation, markets, interest rates, and the bond market.

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

Financial Planning for Retirees

Retiring Checklist

  • Review the fees in your 401k plan or 403b
  • Review the fund lineup in your 401k plan or 403b
  • Check if there are enough choices to provide retirement income security
  • Calculate your retirement risk-tolerance score
  • Compare your retirement risk score with your current 401k or 403b allocation
  • Recommend whether you should leave your 401k or 403b in your plan or roll it to an IRA
  • Design your retirement portfolio in your 401k, 403b, or IRA using your retirement risk tolerance and income goals

It Is Not Your Fault You Retired When the Stock Market is High and Interest Rates are Low

More About Tim

I will provide expert and highly personalized financial planning, retirement planning, and wealth management from my Dartmouth office, when you need an independent financial advisor in Massachusetts (Mattapoisett, Marion, Hingham, Fairhaven, Southborough, Martha’s Vineyard or Rhode Island Providence and Newport.)

Disclosure

Please be sure to speak to your advisor to consider the differences between your company retirement account and investment in an IRA. These factors include, but are not limited to, changes to the availability of funds, withdrawals, fund expenses, fees, and IRA-required minimum distribution.

Meet Tim

Tim Hayes

Tim Hayes

Financial Advisor

Contact Tim

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When the Seasons of Life Change, Your Financial Strategy Should Change, Too

If you’re concerned about your financial future, let’s talk