Wealth Management
Solutions
for Individuals and Couples

Tim Hayes

Tim Hayes

Investment Adviser Representative

Boston Office

39 Braddock Park #5
Boston 02116

Dartmouth Office

126 Horseneck Road
S. Dartmouth 02748

Financial Planning

Gathering your financial information

Asset Management

Reaching your goals by matching your risk with your investments

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?

Inheriting an IRA

Choosing the correct option when inheriting an IRA

Life Insurance Needs Analysis

Choosing the amount and type of policy

Massachusetts Public-School Teachers with 403(b) Accounts

Getting the most out of your 403(b) plan

Retirement Advisor

Advising you in all three stages: saving for, transitioning towards, generating income during

Portfolio Analysis, Proposal & Design

A comprehensive analysis of your current holdings

Rollover Solutions

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

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.

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.

Recent Investing Insights

Managing Your Money: Active vs Passive Investing

With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.

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The Bond Market Might Be President-Elect Trump’s Toughest Opponent

By: Tim Hayes Financial Advisor - posted in: Investing

In 1994, Bill Clinton’s political adviser James Carville famously said, “I used to think that, if there was reincarnation, I wanted to come back as the president or the pope, or as a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody.”

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Helpful Guidance, No Pushy Sales Pitch.

For a free, independent, and unbiased consultation, contact me today. Unbiased investing advice. A track record of success.