Remember, Buy Low & Sell High
I provide financial solutions to clients using a comprehensive approach to wealth management strategies. I treat each client as an individual, paying particular attention to their needs and not the standard "cookie cutter" approach to wealth management. I have a long history in both fundamental and technical analysis to help guide you through the volatility of the markets. I also provide assistance with establishing retirement plans, and business succession planning to small and medium sized businesses.
As we enter the Holiday Season don't forget this is the season of giving! If you would like to know more about how to work with your favorite charity, please call! HAPPY HOLIDAYS!!!
Contact me today to discuss how I can help you reach your retirement goals or tune in to my Smart Investor Show to learn about a variety of financial topics that may be of interest to you. The Smart Investor Show is on Monday nights at 6:00 p.m. on WHLO 640 AM. (You can listen through the IHeart radio app, too!)
It's that time of the year to remember that charitable giving is still important!!! If you would like to discuss how to set up a plan, please give me a call.
For investors, 2016 will be remembered for its unexpected twists and turns. As we start to close the books on a volatile year it’s time to look ahead to what awaits us in 2017. We see a number of themes on the horizon that will have meaningful portfolio implications. Read the full outlook in the RBC Wealth Management Portfolio Advisory Group’s special report, Global Insight 2017 Outlook. You may also be interested in:
The U.S. Department of Labor (DOL) has issued its final fiduciary rule governing how investment professionals provide advice to Americans who are saving for retirement. Please review the DOL overview handout for more information, and contact me with any questions.
Take The Next Step!
Contact me today at 888-223-7742 or firstname.lastname@example.org to discuss your present retirement capabilities or financial goals.
Timothy Hayes is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, MD, MN, NC, NH, OH, SC, TX, VA, VT, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.