Are you worried about your financial plan?


 

Do I have enough to retire?

 

Am I on track with meeting my financial goals?

 

Are my investments aligned with my aspirations?

 
 
 

If you’ve asked yourself these questions, don’t worry you’re not alone. Over the years we have been asked those questions many times. At Hayashi Wayland Investment Services we not only want to help you with your current finances, we want to help you feel confident in your long-term plans. That’s one of the reasons we decided to establish an investment services and financial planning firm back in 2013.

 

We like to compare our financial plans to road maps — they guide you from Point A to Point B, or from your current situation to your future financial objectives. Our knowledgeable advisors can provide you with financial planning and investment recommendations tailored to your needs based on a thorough understanding of your personal situation and goals.

 

In other words- we listen to your story, we work together to help you address the complex issues such as transitioning to retirement, or selling a home, investment property or business. As a Registered Investment Advisor affiliated with an accounting firm, we can partner together to find tax planning solutions and unlock opportunities that other advisors may not see.

 

Our integrated expertise allows us to provide you with a comprehensive view of your finances. Before we do anything, we collect, organize, and assess information concerning your lifestyle, risk tolerance, and cash flow needs. We talk to you about your financial concerns, goals, and objectives. We can meet with our accounting counterparts to ensure your financial plan is as tax efficient as possible.  Our team approach is designed to help clients have confidence in their decisions and achieve the desired outcome.

 

We create a personalized road map for you that seeks to help you cover your current road, future roads, side roads, and even roads for generations to come. As the scenery and landscape changes, we’ll work to keep you on track, so you can sit back and enjoy the ride!

 

Ready to get started?

Contact Scott Brubaker, CFA
at sbrubaker@hw-invest.com or
831-624-5333 to set up a meeting.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hayashi Wayland Investment Services, LLC (“Hayashi Wayland”, “the Firm”, or “We”) is a state-registered investment adviser registered with the California DBO; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Financial planning and investment advisory services are only offered and provided through Hayashi Wayland. Hayashi Wayland is owned by and affiliated with Hayashi & Wayland Accounting and Consulting, LLP (“Hayashi LLP”) a full-service accounting, tax, and consulting firm. All accounting and tax services are rendered through Hayashi LLP through a separate engagement agreement. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. A copy of Hayashi Wayland’s current written disclosure statement discussing our advisory services and fees is available for review upon request or at www.adviserinfo.sec.gov.