Hayes & Associates
Integrity — Objectivity — Independence
• Top-notch results with a personal touch
• NAPFA-registered fee-only financial advisors
• Wealth managers for more than 20 years
Specializations: Total wealth management; tax planning and preparation
Designations: Charles Hayes, CPA/PFS, CFP; John Hart, CPA; Kara Hayes Smith, CFP
Wealth management is simpler than you think.
Amid the seeming maelstrom where the risks and opportunities of the financial world meet the uncharted challenges of taxation and regulation, a few basic principles form a solid rock foundation to help the wise weather turbulence — and even thrive.
Hayes & Associates understands these principles. Founded in 1974, the firm has developed a straightforward investment management philosophy for building and maintaining wealth, integrating all aspects of each client’s unique financial affairs. With expertise in balancing investments, tax planning and estate and trust planning, the firm has built its reputation by helping clients realize and develop their goals with increased financial freedom.
Your legacy deserves advice crafted solely to protect and nourish your assets. With fee-only advisement, clients are assured of complete objectivity with no conflicts of interest. Hayes & Associates will help you make the decisions that will grow your wealth, preserve your wealth and let your wealth work for you. Call for a free introductory meeting to see how. It’s that simple.