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"A goal without a plan is just a wish."

– Antoine de Saint-Exupéry

FINANCIAL PLANNING

At Hayashi Wayland Investment Services we believe that reaching your financial goals requires more than just money management. It's about developing a personalized strategy that involves all the factors of your financial life. It’s about discovering what actions can be taken today to achieve a better outcome tomorrow. Financial planning starts with understanding your current situation including savings investments, assets, debt, risk factors, and objectives.​

CREATING A PLAN CAN HELP YOU:
 

✔  Feel comfortable about retirement

✔  Have a clear understanding of retirement needs

✔  Be financially prepared for major life events

✔  Identify and mitigate financial risks

✔  Ensure spending aligns with financial goals

OUR FINANCIAL PLANS INCLUDE:

  • Financial Goal Planning including goal setting and prioritization.

  • Tax Planning including coordinating with tax professionals for year-end tax planning, tax efficient methods of investing & tax loss harvesting strategies.

  • Pre & Post Transaction Planning including real estate or business transactions.

  • Retirement Planning including cash flow needs, social security analysis, and retirement account considerations.

  • Education Planning including future cost of education analysis and recommended savings vehicles such as 529 accounts.

  • Debt Management including debt analysis and restructuring considerations.

  • Estate Planning considerations including techniques to reduce estate tax liability, charitable planning strategies, and coordination with estate planning attorneys.

  • Life insurance needs analysis.

  • Your unique circumstances.

INVESTMENT MANAGEMENT

Our team offers clients a tailored portfolio management solution based on a thorough understanding of your unique investment objectives. When coupled with financial planning, we can implement an investment plan that is in-line with your long-term financial goals and help keep you on track through periods of uncertainty.

As an Investment Management firm integrated with a tax-practice we are uniquely positioned to provide a tax aware approach to asset management. We seek to optimize asset allocation and placement, as well as consider tax implications and opportunities as they arise.

 

Taking risks is a part of investing. We rise to the challenge by seeking out the right balance of risk and return that will help our clients achieve their goals.

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© Copyright 2021 Hayashi Wayland Investment Services, LLC. All Rights Reserved | Disclosures

CARMEL OFFICE
26515 Carmel Rancho Boulevard, Suite 100
Carmel, CA 93923

info@hw-invest.com

(831) 759-6300