508-277-5847 [email protected]

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

Financial Advisor Boston

Services for Individuals, Couples, and Companies

 

 

Contact About
Tim Hayes

Tim Hayes

Investment Adviser Representative

Tim Hayes

Financial Advisor Boston AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Put Your Money in the Hands That Know Best

Life isn’t all about money, but it is an important tool for building the life you want. And, like any tool, best results happen when skilled, experienced hands are in control of it. For over 30 years, I have studied the financial markets, always striving to learn more about, and adapt my knowledge to, the new financial “normal” as it is continually redefined.

The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.

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

Every smart investment decision starts with listening to you and asking you the right questions, which include:

  • What are your short-term and long-term financial goals?
  • What kinds of financial assets are you working toward?

Areas of Expertise

Financial Consultant Boston Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

Wealth Management

Design your portfolio to meet your goals. Consistent with how much risk you are comfortable taking.

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Financial Planning

Expert and Personalized Solutions for Individuals, Couples, and Small Businesses in MA, RI, NH, and ME

Retirement Planning

Advising you in all three stages: saving for retirement, transitioning towards, or generating income during retirement.

Mutual Fund & ETF Due Diligence

Screening 10,000+ funds down to a couple hundred eligible for use in your portfolio.

Rollover Solutions

Figure out whether you should keep your 401(k) or 403(b)with your previous employer or roll it into an IRA.

Retirement Income

Generating lifetime Income from Your 401(k), 403(b), or Rollover IRA that you won’t outlive.

No Cookie-Cutter Solutions

Financial Consultant Boston Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®

As an independent 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 solutions for people, according to their individual needs and goals.

Investing In an Overpriced Stock Market

  • Wealth Management 40% 40%
  • Financial Planning 20% 20%
  • Retirement Planning 15% 15%
  • Investments Issues 15% 15%
  • Insurance 5% 5%
  • Economic Issues 5% 5%

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Financial Advisor Boston Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS®