Financial Advisor Services Tim Hayes 

Begin the Discussion On How You Can Protect and Grow Your Assets
Financial Planner, Investment Advisor, Retirement Planning

Asset Management

Customized portfolio Fee-Only

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Retirement Planning

Products and services for retirement 

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Tim is a Financial Advisor Who Can Help You With the Following:

  • Measure how well your investments match up with your risk tolerance and goals and income 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.
  • Examine any group life policies you may want to convert to an individual policy.

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

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