Financial Advisor Newport Rhode Island

Financial Advisor Tim Hayes Boston & Dartmouth, MA | An Independent Consultant

Investments


I develop your personalized portfolio then review it with you once a year at a minimum.

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Retirement Planning


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.

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Employers


I design and service your retirement plans to meet the goals of the organization in accordance with ERISA, the Internal Revenue Code, and the Department of Labor

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Retirement Plan Consulting Services

Executives & Top Management


I advise you on your non-qualified deferred compensation, stock options, buy-sell agreement review, key employee insurance, and company stock.

 

Q & A


Why Should I Hire You?

Life isn’t all about money, but it is an important tool for building the life you want. And, like any tool best results happen when, skilled, experienced hand are in control of it.

For over 25 years, I have studied the financial markets, always striving to learn and adapt my knowledge to the new financial “normal” as it is continually redefined. The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.

Read more: Financial Planner 

How Much Do You Charge?

Clients have three payment options. Most customers pay a fee of 1% or less depending on the size and complexity of their wealth management.

Some clients prefer to pay an hourly fee. This is ideal for customers that want financial planning, retirement planning, or wealth management advice but don’t want to move their accounts.

Others prefer the commission model. (Commission varies by product) Ideal for smaller accounts (less than $50,000)

Read more: Flexible Payment Options

Do We Meet in Person

The initial appointment should be in person. There is no cost to you for this first introductory and fact finding meeting. If you become a client, continued contact either in-person, email, or by phone is important.

Book an Appointment Phone or In-Person

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Insurance


I construct strategies for your individual life and disability insurance needs. Also, I design group life and disability insurance plans for companies and not-for-profits as well as carve-outs for the executives of the organizations.

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Insurance Needs Analysis

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