508-277-5847 [email protected]

FINANCIAL ADVISOR TIM HAYES AIF®, CRPS®, AWMA®, CFS®, APMA®, CAS

BEGIN THE DISCUSSION ON HOW YOU CAN PROTECT AND GROW YOUR ASSETS

Services for Individuals, Couples, and Companies

 

 

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Financial Planning

Expert and personalized retirement planning solutions for individuals, couples, and small businesses in MA, RI, NH, and ME

Wealth Management

Design and manage your investment portfolio to meet your goals consistent with how much risk you are comfortable taking.

Retirement Planning

Advising you in all three stages: saving for retirement, transitioning into retirement, and generating income during retirement

Retirement Saving & Investments

Saving money in the right retirement plan, with the right mix of investments will put you on the right path.

Portfolio Review

Start your review with fi360’s Proposal Report™ to compare your current portfolio to the portfolio developed from your risk tolerance.

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Due Diligence

Offer a selection process using fi360 screening 10,000+ funds down to a couple hundred eligible for use in your portfolio.

If You’re Concerned About Your Financial FutureLet’s Talk

 

If you’re concerned about your financial future, let’s talk