Some people compare financial plans to road maps -- they guide the way from Point A to B. If that's true, then our maps are multi-dimensional and time traveling. We can help you cover the road ahead, side roads, the past, present, future, and even generations to come. As the scenery and landscape change, we'll keep you on track.
Here are the ways we can help get you to your goals. Enjoy the ride.
Are your investments appropriately diversified? Do you know your risk tolerance? How do you judge performance versus risk? If you are unable to answer even one of these questions, you may be interested in our complimentary Second Opinion Service. This service begins with a review of your current investment holdings. Upon completion of our analysis, we give you our opinion on the diversification and risk of your investment portfolio. We can also give you our opinion on whether your current investment portfolio is in line with your retirement goals and risk tolerance.
Most would agree that financial freedom defines a successful retirement. The question is, how to become financially free? A person’s financial freedom can come from a variety of sources (i.e. Social Security, personal savings, company retirement plans, inheritances, investments, etc.). Managing these sources can be a daunting task. Our job is to help you understand how all of these fit together and one day become the source of your financial freedom.
Our ability to help with your business retirement plan is unique due to our in-house relationship with Hayashi Wayland Administrative and Insurance Services. As we manage the investment aspect, we are able to work with our third-party administrative services division to help you decipher the most cost-effective and beneficial plan for your business. We also provide SEP, SIMPLE, Cash Balance plans, and other solutions for your business retirement needs.
The success and happiness of your child are top priorities for a parent. Providing your child with a great education can positively impact the rest of their life. The best way to ensure that your child’s education is paid for is to fund it in advance. There are numerous ways to do this and the options can be confusing. We can help you decide on, and implement, the best funding method for you.
There are many variables that go into setting successful retirement goals. Our Financial Roadmap will evaluate your retirement plan(s), savings and investments, assets and liabilities, risk factors and help you define those goals. You will gain greater understanding of how you can achieve the savings you need to live the way you want during retirement.
Whether you need basic Life Insurance coverage, Long-Term Care Insurance, Variable or Fixed products, Whole Life or Universal Life policies, we can help. We know how confusing finding the right product for your needs can be. As part of our Financial Planning service, we can evaluate if you need additional types of insurance, or need less coverage in certain areas. Hayashi Wayland does not have any proprietary products, so we can look at all available options in order to find the most suitable coverage for your needs and budget
Securities offered through Foothill Securities, Inc., member FINRA/SIPC. Advisory services offered through Hayashi & Wayland Investment Services (“HWIS”). HWIS and Foothill Securities, Inc. are not affiliated.