At Hayn & Associates, we measure our success by the tenure of our relationships with clients, the referrals we receive, and our ability to facilitate positive outcomes for clients and their families. We feel privileged to help clients solidify financial foundations on which they can enjoy well-deserved lifestyles and build meaningful legacies.
As a multi-generational team, we encourage clients to step back and examine their wealth and wishes from a long-term perspective. By helping them identify and prioritize goals they deem meaningful (yet may not have considered previously), we can help accomplished individuals accomplish more – for themselves, their children, grandchildren, and causes they wish to support.
Who do we serve? Senior-level pharmaceutical executives, physicians and attorneys, divorced and widowed men and women for whom we extend ourselves professionally and personally to help them regain financial certainty and confidence. We also assist many successful people from different walks of life who are nearing retirement and need a cohesive strategy that encourages fact-based decisions, rather than emotional ones.
While our clientele resides in over 20 states and is certainly diverse, we do our best work for those who ask for our opinions, listen, and heed our advice. As a result, we tend to attract busy individuals who don’t have the time or inclination to manage the myriad details of their financial lives. Based on the tenure of our client relationships, we believe they find value in our relationship – and we expect that you will, too.
At Hayn & Associates, we believe that knowing you well is instrumental in how well we serve your needs. That's why we take the time to fully comprehend and appreciate you – long before offering financial advice and guidance.Establishing milestones — or stepping stones, as we prefer to say — is something we tackle together. Why? Because the right wealth management path for you includes meeting the challenges you face today and may face tomorrow.At the foundation of our planning-based approach is our recognition that your personal and financial goals are yours alone. Additionally, your preferences for working with us may be different from other clients. You may wish to talk often, or infrequently. Given a challenge, you may want to call us or meet at your kitchen table. We take no "cookie-cutter" approach, because we have no "cookie-cutter" clients.As a "first call" for many clients, we are devoted to a highly professional and proactive standard of client care – one that is especially critical when your family issues take precedent. If something keeps you awake at night, we want to know the next morning. We take each your financial and emotional wellbeing personally – as if serving our own families.In serving clients nationwide, we travel to ensure that distance doesn't compromise our ability to act as high-caliber stewards of client wealth. In those meetings, we spend time talking about clients' children – and our own – clients' professions and passions. We also make time to review clients' wills, health care proxies and other important documents.Experience tells us that clients come to us for many reasons. Often, they've accumulated wealth, inherited wealth, or their kids have graduated and they're looking toward a fulfilling retirement lifestyle. Other times, they realize that financial decisions are too time-consuming or challenging to handle on their own. We admire clients for their values and appreciate the value they see in us. We feel privileged to manage their assets, liabilities and expectations – as we would, yours.
ChFC®, CFP®, CIMA®
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
