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Personal Financial Guardian

"Personal Financial Guardian®" is a unique service of Hayes & Associates - a comprehensive program of total wealth management to preserve and increase capital in pursuit of your life goals. It is a total solution that includes all aspects of your financial affairs for a preset annual fee.

      • Investment management
      • Tax planning and preparation for all states
      • Ongoing estate planning
      • Audit representation
      • Insurance and risk analysis
      • Gifting
      • Trusts and wills
      • Real estate
      • Lending/borrowing/refinancing
      • Long-term health care considerations
      • Family partnerships
      • Succession planning
      • Due-date monitoring
      • Stock option timing
      • Special family situations
      • Quarterly and annual meetings
      • Unlimited phone calls

      ...and much more

      A la carte investment services are also available.