About Us

Frequently Asked Questions

Q: What services do you provide?

A: We provide compassionate, wise, responsible and humble financial counsel. This is typically executed through cash flow planning, investment management, education planning and estate planning.

Q: What does it mean to be Independent?

A: The advisors at Hayes Financial, Inc. are Independent which means we are not required to recommend any particular investment funds or products.

Q: Why does it matter that you are a Independent?

A: Being independent provides us the opportunity to treat each client individually. Since each client has a unique situation, we feel it necessary to have a customized and tailored approach.

Q: Do you have a minimum?

A: Our typical client has between 2MM-5MM of investable assets that we manage for them. Our firm minimum is 1MM but we do occasionally make exceptions.