Counseling You on Your Financial Needs as You Transition to Retirement

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

  • Understanding interest rates, bonds, annuities, and dividend stock investing along with other transition products can be challenging, if not confusing.
  • As with most things in life, the first step is often difficult, but securing sound financial advice shouldn’t be left until it’s too late.
  • Finding a licensed and knowledgeable resource—it’s the best financial advice you’ll ever receive.
Financial Advisor Tim Hayes

Tim Is a Financial Advisor Who Can Help
You with the Following:


I am an advisor who is not selling any proprietary products or has any sales quotas.

Rollover Checklist

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

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Generate Retirement Income

Build a portfolio with the goal of creating enough retirement income but not outliving your money

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Mutual Fund and ETF Due Diligence

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


Recommend investments, based on an explicit balance of growth vs. security.

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Design a strategy for minimizing your tax burden.

Request eGuide – The 401(k) Handbook!

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