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Case Studies

Portfolio Review

Portfolio Review

The portfolio review can Include all of your accounts: 401(k), IRA, 403(b), annuities, brokerage accounts, mutual funds, stocks, bonds.

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Fee-Only Accounts

Fee-Only Accounts

Clients pay fee-only the size and complexity of their wealth management, and financial and retirement planning determines that fee.

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Commission Accounts

Commission Accounts

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.

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404(c) Retirement Plan Compliance

404(c) Retirement Plan Compliance

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...

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