508-277-5847 [email protected]

For the time being a phone, Zoom, Skype, or email is replacing in-person meetings

 

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

Financial Advisor Martha’s Vineyard & Nantucket

Services for Individuals, Couples, and Companies

 

 

Contact About

About

Financial Advisor Martha’s Vineyard & Nantucket Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Tim is a Martha’s Vineyard, and Nantucket Financial Advisor providing custom financial planning to individuals and couples transitioning into retirement, saving for retirement, or already retired.

He services the Islands from his office in S Dartmouth, taking advantage of the ferry from New Bedford. He can meet at your home, office, or favorite coffee shop. (For the time being a phone, skype, Zoom, and email replacing in-person meetings)

Investing In an Overpriced Stock Market

Financial Advisor Martha’s Vineyard & Nantucket

Retirees or Job Changers

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

  • Estimate retirement income needs
  • Re-position your investments to generate income
  • Monitor those investments
  • Avoid IRS penalties by withdrawing the required amount from retirement accounts.
  • Discuss your rollover options

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

Transitiong Towards Retirement

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

  • Analyze your 401k or 403b plan
  • Discuss your rollover options
  • Measure your risk tolerance
  • Investigate your pension options
  • Evaluate your Social Security and Medicare options
  • Inspect of any group life insurance is eligible for conversion to an individual policy

Transitioning Towards Retirement

Financial Advisor Martha’s Vineyard & Nantucket
Financial Consultant Martha’s Vineyard & Nantucket

Saving for Retirement

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

  • Individuals: I build and manage your IRAs including beneficiaries who inherit IRAs
  • Public School Employees: I research your 403b choices we pick one then build your 403b account
  • Small Business Owners: I design and manage your SEPs, SIMPLES, or Solo 401ks

403b Retirement Plans Martha’s Vineyard & Nantucket Public School Employees

Retirement Consultant

Financial Advisor Martha’s Vineyard and Nantucket Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

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