"A goal without a plan is just a wish."
– Antoine de Saint-Exupéry
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.
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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