Financial Management Services
We meet to talk about your goals, and so I can get a snapshot of your current investments. I ask each of my soon-to-be clients to take an online risk profile assessment. So I can see whether your current investments match your goals and risk tolerance.
If your goals and risk tolerance are in sync, we may simply fine-tune your current portfolio. But if they are out of whack, I will design a new custom portfolio that better reflects your risk tolerance and goals. We commit to reviewing your portfolio at least once a year.
For retirees or job-changers, we 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. Plus we look over any pension options for which you may be eligible, review any Social Security and Medicare questions you may have and examine any group life insurance policies you may want to convert.
Free Initial Consultation
Financial Advisor Tim Hayes CRPS®, AWMA®, AIF®, CFS®
Click on a date to make an appointment