What makes us unique

Our goal is to be the Chief Financial Officer for our clients. We take a holistic approach in working with each and every client. Our backgrounds are diverse, and we carry and implement that wisdom when working with our clients.


Commitment to clients

It is a privilege as well as an honor for our team to serve as the CFO to the client families and the wealth that we strive to manage and preserve for them


Meet the team

Team

Learn more about The Haynes Investment Group

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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During times of volatility, it is easy to make financial decisions based on emotions. A word of caution, emotion-based decision making can cause havoc on your long-term results and keep you from ultimately reaching your goals. These are a few things you should do or consider before making any changes: - Create a personal financial roadmap - Evaluate your risk comfort zone - Consider an appropriate mix of investments - Be wary of investing heavily in an individual stock - Put an emergency fund in place - Check with your advisor to see if your portfolio needs to be rebalanced - Avoid scams and fraudulent offers that are probably too good to be true Does this feel like a lot to consider? Our job is to consider all these things, and more. We keep our clients on the path to their life’s dreams and goals, and provide them with the peace of mind knowing that We’ve got their back. If you worry about the market, or you don’t feel like your advisor is covering all these things, please reach out to our team. We would love to offer you a second opinion.

RBC Wealth Management research found that heirs want to be good stewards of family wealth. The vast majority of those expecting to receive an inheritance intend to respect the wishes of those who leave it. Want help doing so, let’s chat!

Earn 4.23% APY with RBC Premium Savings for qualifying cash held in your eligible RBC Wealth Management account. Reach out to me today to learn more. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings

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