Financial Planning Advisor

Comprehensive financial planning for individuals and couples in MA, RI, NH, and ME.

Asset Management

Reaching your goals by matching your risk with your investments

Massachusetts Public-School Teachers with 403(b) Accounts

Getting the most out of your 403(b) plan

Life Insurance Needs Analysis

Choosing the amount and type of policy

Portfolio Analysis, Proposal & Design

A comprehensive analysis of your current holdings

Self Employed Retirement Plans

Choosing self employment involves a lot of things one being it can be risky. But it need not be without sufficient retirement saving options.

Inheriting an IRA

Choosing the correct option when inheriting an IRA

Generating Income from Your 401(k), 403(b), or Rollover IRA

Suddenly you need Income and with interest rates close to zero, where do you go for income?

Saving for Retirement

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

Rollover Solutions

Analyzing if you should keep your 401(k) or 403(b) or roll it over to an IRA

Tim Hayes

Tim Hayes

Investment Adviser Representative

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