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.
1825 Dogwood Court
Kokomo, IN 46902
13295 Illinois Street, Suite 115 Carmel, IN 46032
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