ABOUT – Hayes Advisory Group

Hayes Advisory Group is a professional, independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, income planning, tax efficiency, and wealth transfer and distribution. We are specialists who work with a select group of pre-retirees and retirees who desire the absolute best to maximize and protect their retirement plans to the fullest. We are proud of our independence and our commitment to putting our client’s dreams and values first in everything we do.

About

T. Brian Hayes

Investment Advisor Representative,
Chartered Trust & Estate Planner,
Accredited Retirement Planner,
Qualifying and Lifetime member MDRT

T. Brian Hayes is founder, owner and CEO of Hayes Advisory Group. He has been guiding his clients and helping them achieve and maintain their retirement plan and objectives for over 23 years. He specializes in working with pre-retirees and retirees, helping to make sure they are completely aware of and understand all of their planning options, and that their planning is set up the absolute best way for their specific situation, based on their individual goals, objectives and desires.

Mr. Hayes is a firm believer in education. He writes and speaks regularly on financial and retirement relevant topics to various media outlets, groups and organizations. He also hosts a weekly radio show to discuss retirement related topics in great detail. Mr. Hayes is also a principle instructor for PREPARE, which is a non-profit organization that provides college style retirement planning courses to individuals and companies in multiple cities and locations across the nation.

Mr. Hayes has received several awards and honors over his career for his knowledge and commitment to education, as well as his service and advice to his clients.

Mr. Hayes is a member of several financial groups and organizations, including The Indiana Network of Estate Planning Professionals, Inc., and The National Association of Insurance and Financial Advisors. He is a qualifying and life member of the Million Dollar Round Table (MDRT), and has received several Top of The Table and Court of The Table honors. Achieving membership in the prestigious Top of The Table is a milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. MDRT was established in the United States in 1927, and is an international independent association whose membership makes up some of the world’s best retirement planning, asset management, life assurance and financial service professionals from over 430 companies in 78 countries.

T. Brian Hayes resides in Kokomo, Indiana with his wife, Michelle, his daughters Brooklyn and Chase, and his son Avery. He has clients throughout the United States and Canada.

Brian Hayes speaking at national event.

Brian Hayes teaching at a non-for-profit educational class.

Lou Holtz, Michelle Hayes, and Brian speaking at a charity event in 2017.

Michele joined Hayes Advisory Group in September 2011 as the Executive Assistant to T. Brian Hayes She is dedicated to proactively meeting the needs of clients coupled with treating everyone with respect and compassion.

Michele A. Hunt
Executive Assistant to T. Brian Hayes

Michele resides in Russiaville, IN with her husband Jeff, a teacher at Western Middle School. She has one son, Joseph who is married (Anne) and they have a son, Emmett. In her free time, Michele enjoys spending time with her family, reading, and those Indiana Hoosiers. She is a member of Main Street Christian Church, Women’s Christian Fellowship, and she is an Indiana Notary Public.

This website is a publication of Hayes Advisory Group, a dba of Milestone Asset Management, LLC. Investment advisory services offered through Milestone Asset Management, LLC and Brookstone Capital Management LLC, registered investment advisers that only conduct business in jurisdictions where they are properly registered or excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.

All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.

Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.

Membership to the Million Dollar Round Table was granted on April, 2010 as a lifetime member. The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement, agreeing to a code of ethics, and payment of annual dues, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/join/member-requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.

Insurance products and services are not offered through BCM or MAM but are offered and sold through individually licensed and appointed agents.

Electronic mail sent over the internet is not secure and could be intercepted by a third party. For your protection, avoid sending confidential identifying information, such as account and social security numbers. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronically. All email sent to or from this address will be saved or otherwise recorded by the Milestone Asset Management, LLC’s corporate email system and is subject to archival, monitoring, or review by, and/or disclosure to, someone other than the recipient as permitted and required by applicable investment adviser regulation. Please contact us if there are any changes in your personal or financial situation and/or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services. Additionally, if you change your address or fail to receive account statements from your account custodian, please contact our office.

Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

2024

Hayes Advisory Group

Form CRS