The portfolio review can Include all of your accounts: 401(k), IRA, 403(b), annuities, brokerage accounts, mutual funds, stocks, bonds.
Clients pay fee-only the size and complexity of their wealth management, and financial and retirement planning determines that fee.
Because my fee-based accounts require a minimum of $50,000 if you have less than this to invest, I usually charge a commission or an hourly rate.
I will build your investment policy statement and produce plan-specific investment recommendations and reports.
Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®Providing an indepeendent voice and an objective opinion to your employees will fulfill your obligation better. Section 404© of ERISA requires plan sponsors to provide specific information and education to...
Public employees in Massachusetts do not contribute to Social Security; however, many do contribute through other jobs.
If you’re concerned about your financial future, lets talk