We started Halyard Financial because there is a need for financial planners that are actually providing the services you want. We believe value is derived from achieving your ideal lifestyle. It’s not solely about investments or taxes. Instead, the focus is on attaining your goals and creating the financial freedom to live your life without worry. We believe people are looking for proactive planning, not a 50-page planning document. We believe people are looking for help with organization and accountability, not a quarterly list of action items. We believe you are looking for a sounding board to ask any type of question. We believe people are looking for an advisor that will always help them make the best decision for their situation. 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.
Garrett Gould is a financial planner who specializes in long-term tax management and creating ideas that will help you reach your definition of financial independence. He is the primary point of contact for clients and helps earlier retirees figure out a way to make retirement happen. Garrett is a CFA charterholder and an Enrolled Agent with the IRS.
Jill Nixon has worked in the financial planning industry for many years and has comprehensive knowledge of compliance and administrative management. She provides dedicated operational support and timely trade execution for all clients. Jill is the day-to-day contact for all administrative, billing, and account-level concerns. Jill provides this support from Fort Myers, Florida.
While it seems very scary, you actually have plenty of options for health insurance in retirement and it presents a huge tax planning opportunity.
I know what you are thinking, that is a very interesting title for a post. Thank you. I appreciate you…
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).