Hayes Advisory Group

Leaving nothing unattended, comprehensive retirement planning and wealth management

T. Brian Hayes · Founder and CEO, Retirement Planning Strategist · Charlotte, North Carolina, United States

CFPRSSAFree consultation

9+

Team

1

Services

Indiana (Central Indiana based), United States and Canada

Service area

About Hayes Advisory Group

Hayes Advisory Group is a professional, independent retirement and estate planning firm founded over 30 years ago by T. Brian Hayes, serving clients across the United States and Canada with headquarters in Central Indiana. The firm specializes in comprehensive retirement planning, wealth management and preservation, asset protection, tax efficiency planning, income planning, healthcare planning, and wealth transfer and distribution. Distinct expertise includes being among the very few firms in the nation holding the Registered Social Security Analyst Designation (RSSA), enabling specialized strategies to optimize Social Security benefits. The firm manages personal retirement plans for pre-retirees and retirees, ensuring maximum growth, protection, and tax efficiency based on each client's specific goals and circumstances. Services encompass adaptive portfolio management responding to market fluctuations and evolving risk tolerance, legacy and estate planning collaboration with attorneys, and comprehensive income strategy coordinating all available sources. The team emphasizes education and personalized planning, with Brian Hayes hosting weekly radio shows and teaching retirement courses nationwide. Team includes financial strategists, healthcare specialists, and operations leadership, serving as trusted advisors dedicated to helping clients achieve retirement independence and legacy goals.

Services

Industries Served

Team & Leadership

TB

T. Brian Hayes

Founder and CEO, Retirement Planning Strategist · Over 30 years experience, RSSA, MDRT member

BB

Brian Beall

Financial, Healthcare & Business Strategist · CIPA, CMIP, CEPA

AH

Avery Hayes

Financial Strategist and Wealth Advisor

JF

Jared Foote

Financial Strategist

MH

Michele Hunt

Chief Operating Officer · 20+ years industry experience

MH

Michelle Hankins

Onboarding Specialist · 20+ years insurance administration

MH

Michelle Hayes

Office Assistant

HR

Haley Richardson

Office Assistant and Marketing Manager · 10+ years customer service, 5+ years social media marketing

Get in Touch

Visit Website765.452.7526EmailLinkedIn Profile

Contact Hayes Advisory Group

At a Glance

Credentials: CFP, RSSA

Languages: English

Serves: Indiana (Central Indiana based), United States and Canada

Location

Charlotte, North Carolina

United States

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