Halyard Financial was founded on the principle that financial planners should be providing the services that actually create value for you, not what makes them the most money. Here at Halyard, we believe the value of financial planning is achieving your ideal lifestyle. It’s not solely about investments or taxes. Instead, the focus is on achieving the financial freedom to live your life without worry. We believe you are looking for proactive planning, straightforward guidance, and not a 50-page planning document. We believe you are looking for help with organization and accountability, not a quarterly list of action items. We believe financial planning should be an open conversation where guidance is provided based on your unique situation. We believe you are looking for an advisor that will always help you make the best decision for you in all areas of your life. That is the advisor we aim to be.
We analyze all aspects of your financial life to develop actionable goals and plans to meet those goals with all pieces of the financial puzzle clearly in mind. We look through a tax-focused lens to analyze all your financial decisions. Unlike most advisors, Halyard also provides tax preparation services so you can capitalize on tax-saving ideas more efficiently. The goal of our firm is to provide holistic financial planning and recommendations that provide you with total peace of mind. We provide planning services on retirement, non-retirement goals, tax management, investment strategy, debt management, probate avoidance, insurance needs, online financial security and much more.
While it seems very scary, you actually have plenty of options for health insurance in retirement and it presents a huge tax planning opportunity.
The Retirement Income Roller Coaster is a tax planning opportunity that I navigate for my clients. It is exactly as…
Don’t sell your employer stock inside your 401(k) or roll over your account to an IRA without considering whether you will benefit from net unrealized appreciation (NUA).