Hayes Advisory Group

Company:	Hayes Advisory Group
Contact:	T. Brian Hayes
Address:	1825 Dogwood Dr
City:	Kokomo
State:	IN
Zip:	46902
Phone:	765-452-7526
Fax:	--
Email:	jared@hayesadvisorygroup.com
Website:	http://www.hayesadvisorygroup.com

About My Practice

Hayes Advisory Group is a professional, independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, income planning, tax efficiency, and wealth transfer and distribution. We are specialists who work with a select group of pre-retirees and retirees who desire the absolute best to maximize and protect their retirement plans to the fullest. We are proud of our independence and our commitment to putting our clients dreams and values first in everything we do.

Mr. Hayes is a firm believer in education. He writes and speaks regularly on financial and retirement relevant topics to various media outlets, groups, and organizations. He also hosts a weekly TV & radio show to discuss retirement related topics in great detail. Mr. Hayes is also a principal instructor for The Prepare Institute, which is a non-profit organization that provides college style retirement planning courses to individuals and companies in multiple cities and locations across the nation.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://www.fedimpact.com/hag

Offering Advice Since

1994

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: Chartered Trust and Estate Planner & Accredited Retirement Planner
Insurance Licenses: Life and Health
Security Licenses: Series 65
Other Licenses, Certifications, Designations:
Education: Bachelor of Business Management/Accounting - Purdue University
Investment Advisor Registration:
Associations & Affiliations:

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Account fees (such as those for IRA accounts)

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Investment Advisor Representative through Milestone Asset Management

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