True Retirement Planning Advisory Based on Knowledge and Education with a Fiduciary Standard
- advisory -

 

Hayes Advisory Group is a professional, Independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, tax efficiency, income planning and wealth transfer and distribution. We are specialists who manage personal retirement plans for a select group of pre-retirees and retirees to meet their specific goals, objectives and desires.  We do this by coordinating everything together to fully maximize and protect all areas of their retirement nest egg.  

- education -

 

Each week we provide weekly educational resources to multiple media outlets to help provide and promote retirement education nationwide.  In addition, all clients of Hayes Advisory Group receive valuable weekly market and retirement information to keep their plans updated and accurate at all times. 

- fiduciary duty -

fi·du·ci·ar·y means involving trust, especially with regard to the relationship between a trustee and a beneficiary.

As independent investment advisor representatives with specific licenses, we are held to a strict fiduciary duty. This means we are required, by law, to act in the best interest of our clients at all times. 

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Suitability Rule vs. Fiduciary Duty

 

Some financial professionals such as financial brokers and agents aren’t bound by fiduciary duty. Instead, they’re only required to fulfill a suitability obligation. While fiduciaries must put their clients’ best interests before their own, financial professionals who adhere to the suitability rule must only provide suitable recommendations to their clients.

As Hayes Advisory Group, we are held to a strict fiduciary duty. This means we are required, by law, to act in the best interest of our clients at all times. 

 

The fiduciary duty is the highest standard of accountability in the financial services industry. We benefit when you benefit, and our firm is committed to your priorities being our priorities.

 

 

Key Retirement Education Topics

Is Your Retirement Investment Strategy Up To Date?

Are You Worried About Outliving Your Money?

Do you Have the RMD's?

Social Security Basics

Do You Have a False Sense of Security?

Yesterday Versus Today's Retirement

Kokomo Office

1825 Dogwood Court 
Kokomo, IN 46902

Indianapolis Office

13295 Illinois Street, Suite 115 Carmel, IN 46032

Zionsville Office

23 E. Cedar St. 

Zionsville, IN  46077

Phone: (765) 452-7526

Fax: (765) 452-9887

Toll-Free: (800) 939-1603

Mon-Fri: 8:00 AM - 5:00 PM

Contact us by e-mail

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Hayes Advisory Group are independent of each other.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  

 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.  

 

Lou Holtz was a paid speaker and his presentation and presence on this website should not be construed as an endorsement of services.

© 2018 Hayes Advisory Group