Independent Investment Advisor

About Financial Advisor Tim Hayes

Tim Hayes

Investment Adviser Representative

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As an independent investment advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities. I use them to build custom portfolios, trusts, and retirement plans for people and organizations.

  • Measure how well your investments match up with your risk tolerance and goals and financial needs.
  • Taxes design a strategy for minimizing your tax burden.
  • Portfolio recommend investments based on explicit balance of growth vs. security
  • Figure out whether you should keep your 401(k) or 403(b) with your previous employer or roll it into an IRA, where I will build you a new portfolio.
  • Build that portfolio using your risk tolerance with the goal of creating enough retirement income but not outliving your money.
  • Look over any pension options for which you may be eligible, review any Social Security and Medicare questions you may have.

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