Financial Advisor Newport, RI & Jamestown

Experience and Knowledge You Can Trust

Tim Hayes is a financial advisor that knows how to adjust your financial strategy to the changes life throws at you. Whether you’re an individual, small business, or company executive, he’ll help you stay on track to your financial goals despite the shifts in the landscape. 

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Review Your Retirement Accounts

Start your review with fi360’s proposal report to compare your current portfolio to the portfolio developed from your risk tolerance.

Costs

Hourly cost or fee-only with an estimate of a not-to-exceed price for the first consultation and annual follow-ups.

Mutual Fund & ETF Due Diligence

Offer a selection process using fi360 screening 10,000+ funds down to a couple hundred eligible for use in your retirement portfolio.

Asset Management

Design your retirement portfolio to meet your goals consistent with how much risk you are comfortable taking.

Net Unrealized Appreciation

If you own employer stock in your retirement plan and if that stock has gone up when you retire or leave your company you should be aware of Net Unrealized Appreciation.

Because I Am Independent

No requirements to use a specific product. You benefit from advice and products tailored to your unique financial needs.

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

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 (Dartmouth, Westport, Mattapoisett, Marion, Fairhaven, Martha’s Vineyard, Nantucket, or Rhode Island, Providence and Newport.)

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