Leaving nothing unattended, comprehensive retirement planning and wealth management
T. Brian Hayes · Founder and CEO, Retirement Planning Strategist · Charlotte, North Carolina, United States
9+
Team
1
Services
Indiana (Central Indiana based), United States and Canada
Service area
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.
T. Brian Hayes
Founder and CEO, Retirement Planning Strategist · Over 30 years experience, RSSA, MDRT member
Brian Beall
Financial, Healthcare & Business Strategist · CIPA, CMIP, CEPA
Avery Hayes
Financial Strategist and Wealth Advisor
Jared Foote
Financial Strategist
Michele Hunt
Chief Operating Officer · 20+ years industry experience
Michelle Hankins
Onboarding Specialist · 20+ years insurance administration
Michelle Hayes
Office Assistant
Haley Richardson
Office Assistant and Marketing Manager · 10+ years customer service, 5+ years social media marketing
Credentials: CFP, RSSA
Languages: English
Serves: Indiana (Central Indiana based), United States and Canada
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