Broker Check

Our Services

Guidance Through Each Stage of Life

Guidance Through Each Stage of Life

Each stage of investing requires a different strategy to achieve your goals. From accumulating assets, planning for retirement, and then passing assets on to future generations, our team offers personalized, hands-on service through it all. We believe in educating our clients about financial concepts and products, and taking the mystery out of investing, insurance, estate conservation, and preserving wealth. 

When you work with Hays Breard Financial Group, you can expect a comprehensive and holistic approach to planning. We will evaluate your current financial situation, consider your desired retirement lifestyle, and analyze various investment strategies to develop a plan that maximizes your potential for long-term financial success.

OUR SERVICES

Wealth Management

We specialize in developing portfolios with specific recommendations for your goals and risk profile.

Retirement Planning

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Legacy Planning

With over 100 years' collective experience, we'll help secure your legacy for future generations.

Insurance Strategies

Managing risk is a critical part of finances. We guide you through insurance strategies to protect your wealth.

Tax Planning

We'll help make sure that we're considering the tax implications with all your investments.

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Ongoing Support

But our commitment to you doesn't end with the creation of a plan. We understand that life is unpredictable, and your financial goals may evolve over time. That's why we offer ongoing monitoring and reviews of your plan, making necessary adjustments along the way to ensure it remains aligned with your changing circumstances.

Our team is well-equipped to assist you
with a wide range of financial services.

Whether you need guidance on tax planning, estate planning, or risk management,
we have the knowledge and expertise to help you navigate through these complex areas of finance.

SCHEDULE A MEETING