"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.
