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Personalized Retirement Advisory

If you are...

  • Focused on Maximizing and Protecting your Retirement Nest Egg​

  • Wanting Clarity and Coordination about all areas of your retirement plan​

  • Longing for personalized and consistent communication with your advisor​

  • Needing your retirement plan to be as tax efficient as possible

  • Needing a properly designed income and distribution plan to carry you through retirement

... Then you will really enjoy working with us!

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About:

 

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 client's dreams and values first in everything we do.

T. Brian Hayes

 

Investment Advisor Representative, Chartered Trust & Estate Planner, Accredited Retirement Planner, Qualifying and Lifetime member MDRT

Brian Hayes speaking at national event.

Brian Hayes teaching at a non-for-profit educational class.

T. Brian Hayes is founder, owner and CEO of Hayes Advisory Group.  He has been guiding his clients and helping them achieve and maintain their retirement plan and objectives for over 23 years.  He specializes in working with pre-retirees and retirees, helping to make sure they are completely aware of and understand all of their planning options, and that their planning is set up the absolute best way for their specific situation, based on their individual goals, objectives and desires.

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 radio show to discuss retirement related topics in great detail. Mr. Hayes is also a principle instructor for PREPARE, 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. 

 

Mr. Hayes has received several awards and honors over his career for his knowledge and commitment to education, as well as his service and advice to his clients.   

Mr. Hayes is a member of several financial groups and organizations, including The Indiana Network of Estate Planning Professionals, Inc., and The National Association of Insurance and Financial Advisors. He is a qualifying and life member of the Million Dollar Round Table (MDRT), and has received several Top of The Table and Court of The Table honors. Achieving membership in the prestigious Top of The Table is a milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. MDRT was established in the United States in 1927, and is an international independent association whose membership makes up some of the world's best retirement planning, asset management, life assurance and financial service professionals from over 430 companies in 78 countries.

T. Brian Hayes resides in Kokomo, Indiana with his wife, Michelle, his daughters Brooklyn and Chase, and his son Avery. He has clients throughout the United States and Canada.

Lou Holtz, Michelle Hayes, and Brian speaking at a charity event in 2017.

Michele A. Hunt

Executive Assistant to T. Brian Hayes

Michele joined Hayes Advisory Group in September 2011 as the Executive Assistant to T. Brian Hayes  She is dedicated to proactively meeting the needs of clients coupled with treating everyone with respect and compassion.

 

Michele resides in Russiaville, IN with her husband Jeff, a teacher at Western Middle School.  She has one son, Joseph who is married (Anne) and they have a son, Emmett.  In her free time, Michele enjoys spending time with her family, reading, and those Indiana Hoosiers.  She is a member of Main Street Christian Church, Women’s Christian Fellowship, and she is an Indiana Notary Public.

Deborah J. Fulk

Office Assistant to Michele Hunt

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Debi joined Hayes Advisory Group in November 2017 as an Office Assistant to Michele Hunt.  Her number one goal is to make every interaction with our clients a friendly, efficient and positive encounter.

 

Debi resides in Russiaville, IN with her husband, Mark, an Environmental, Health and Safety Regional Manager for Cenveo Enterprises Inc. They have one son, David. They also have a daughter, Mikaylin, who attends Ball State University and is studying Public Relations.  In years past, Debi enjoyed doing public speaking engagements for future special education majors at Indiana State University and worked for several local physicians before joining Hayes Advisory Group. She enjoys creative writing, playing Euchre with her card club, and spending time with her family and her two Mini-Schnauzers, Storm and Hickory.

Avery Hayes

Advisor Assistant

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Avery is currently an Advisor Assistant at Hayes Advisory Group and assists clients in getting accustomed to their personal financial portals. He specializes in keeping clients up to date with current market conditions and assists in portfolio management.

 

Avery is the son of T. Brian Hayes and is currently an undergraduate student at the University of Tampa where he studies Finance. Residing in Tampa and Kokomo, Avery enjoys playing golf, meeting new people, and spending time with his friends and family.

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