Clarity. Confidence. Structure.

As advisors, it is our job to provide clarity, confidence, and structure to our clients' financial lives. While we work with a wide array of diligent savers, we provide the most value to individuals within 10 years of retirement (or retired) and their family members that will be a part of the legacy they wish to create. We feel we are in a unique position to help them make informed decisions that may improve their overall life balance.  Through our holistic, goals-based approach, we create long-lasting, deeply-engaging relationships that span generations.
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2020 Forbes Magazine Best in State Wealth Advisors

Ray Hays Named to Forbes Magazine Best-In-State Wealth Advisors List

"I am humbled to receive this accolade, which I believe represents an impressive list of professionals that come to work with one goal on their mind — helping their clients succeed." said Hays. Please join us in congratulating Ray on earning this impressive distinction. We are proud to have him as part of our team!

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
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Thinking About Retirement?

This is a crucial point in one's life. Financial priorities shift. Cash flow and the security of that cash flow may become increasingly important. This is also the time many solidify the legacy they have dedicated their lives building. This includes legacy planning, gifting strategies, efficient wealth transfer, and pursuit of charitable aspirations. Click below to receive our 'Are You Ready to Retire' retirement checklist.

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The CARES Act

⁠The Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. There are some key impacts to Individual Retirement Accounts (IRAs), Qualified Retirement Plans, and Tax Filing Requirements in 2020. We'll determine the impact to you and create actionable steps in response to the new changes.

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MI, MN, MO, NC, ND, NE, OR, PA, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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