Hayward Financial LLC

Hayward Financial LLC When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

We provide virtual financial planning where you can save time + money. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In add

ition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

201 Jones Rd, 5th Floor Waltham, MA 02452.781-392-1718. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Hayward Financial LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Hayward Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. CA ins lic #4033324.

New legislation allows unused money from 529 college savings plans to be redirected to a tax-free IRA account.
02/06/2023

New legislation allows unused money from 529 college savings plans to be redirected to a tax-free IRA account.

Owners of 529 college savings plans got a potentially lucrative boost from the $1.7 trillion omnibus spending bill that passed in late December, thanks to a measure that allows unused money in the...

There are a variety of rebalancing strategies you might want to consider when investing. Learn more.https://www.eaglestr...
11/17/2022

There are a variety of rebalancing strategies you might want to consider when investing. Learn more.
https://www.eaglestrategies.com/public_files/planning-essentials-investment-rebalancing-your-portfolio-eagle-final1.pdf

Have you applied for student loan forgiveness yet? If not, here’s how you can prepare for the process and check your eli...
11/11/2022

Have you applied for student loan forgiveness yet? If not, here’s how you can prepare for the process and check your eligibility.

The Biden administration's federal student loan forgiveness program, unveiled to great fanfare in August, has run into some bumps getting up and running -- including multiple lawsuits that aim to...

11/10/2022

Join us virtually on Tuesday November 15th for a discussion about estate planning goals and techniques, the probate process, planning through all stages of life, and more hosted by the New York Life Boston General Office. Register here

In this presentation, you will learn about Estate Planning Goals and Techniques, The Probate Process, Planning Through All Stages of Life, Healthcare Considerations, and Planning with Insurance Products. Neither New York Life nor its affiliates or their financial professionals provide tax, legal or....

11/09/2022

Regardless of your wealth, a properly structured estate plan helps ensure that your family and financial goals are addressed. If you’re interested in learning more, join us for a complimentary virtual discussion on Tuesday November 15th hosted by the New York Life Boston General Office. Register here

In this presentation, you will learn about Estate Planning Goals and Techniques, The Probate Process, Planning Through All Stages of Life, Healthcare Considerations, and Planning with Insurance Products. Neither New York Life nor its affiliates or their financial professionals provide tax, legal or....

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.
11/04/2022

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.

Caregiving is a labor of love, but it can be overwhelming. Read tips on long-distance caregiving, Alzheimer’s caregiving, and how to care for yourself too.

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/03/2022

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

11/02/2022

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home, or memory loss unit?

The misconceptions about what long-term care involves and peoples’ images of the most common care settings are understandable since long-term care insurance originally started as nursing home insurance four decades ago.

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the ...
06/23/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s tal...
06/13/2022

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s talk about financial solutions that will work best with your benefits.

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness...
06/03/2022

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness prevents you from working. I can help you develop an income protection strategy. Let’s talk.

Address

189 N Main Street, Suite 204A
Middleton, MA
01949

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19785398701

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