Tim is a financial advisor that knows how to adjust your financial strategy to adapt to the changes life throws at you. Whether you’re an individual, couple, or family trust he’ll help you stay on track to your financial goals despite the shifts in the landscape.
Call Tim at 508-277-5847 or email tim.hayes@cambridgeresource.com for a free, no-obligation financial planning consultation and financial profile assessment.
What Is My Financial Advisor Experience?
As a Massachusetts personal financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs. I use these and other products to build custom planning solutions for people according to their individual needs and
I advise on any possible rollovers from your employer’s retirement plan including plans in which you own company stock. I then design strategies for income planning during retirement.
You have retirement accounts in a few different places, and so does your spouse. Now that you are retired or thinking of retiring, you are closer to using the money. But you haven’t changed the allocation or risk level of
This is a hypothetical example and not actual clients and their outcomes. Desi, 62, and his wife, Lucy Arnot, 55, both retired and sold their business for $150,000. The buyer will make three yearly payments of $50,000 each. Hopefully, even
After making their Option A, B, or C Massachusetts State Teachers Retirement System election, a retiring educator’s next big decision is what to do with their 403b plan. Keep it in their school system’s 403b plan or roll it over
After the introduction of a new rule from the Securities and Exchange Commission (SEC), with a new interpretation from the Department of Labor (DOL) of an old law, the Employee Retirement Income Security Act (ERISA), there is not much difference
Securities are offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., an SEC Registered Investment Adviser.
